Communication Breakdown Major changes are happening to the sector classifications that companies are assigned to within key U.S. stock indices, and we wanted to alert you to these changes. These changes occurred on September 21st, and will be reflected on your Q3 2018 reports.
Approximately 5 million older Americans are financially exploited every year and the financial loss has been estimated to exceed $36.5 billion.
On September 7th, 2017, credit reporting agency Equifax announced the largest cybersecurity breach in history, affecting over 145 million American consumers. Looking at a 1-year chart of Equifax’s stock price, it’s almost as if the breach never happened.
A recent article in the Wall Street Journal really hit home that I need to have a tough conversation with my family. The article was “The Call to Care for Aging Parents Comes Sooner Now,” by Clare Ansberry, updated August 6, 2018.
Clients often want to discuss ways to set aside more of their current income in a tax-efficient manner, in order to save for future retirement needs.
Financial Planning Focus – They Grow up So Fast: Things to Consider As Your Child Heads off to College
As your child heads off to college this fall, you will be thinking of many things – housing issues, packing up all of the essentials, setting up bank accounts, registering for classes, etc.