Financial Planning Focus

So, you made it. Retirement. The final frontier.

Growing old in America is not for the faint of heart.

Suppose I offered you the chance to win $50 on the flip of a coin. If the coin lands heads, you win!

Q. Is it possible to take the standard deduction on the federal tax return, but use itemized deductions on the state tax return?

I don’t think I will ever use a self-driving car.

Why would any investor want to put money into low-yielding bonds?

Like fashion trends, investment styles tend to come into and out of favor over time. One of the more popular investment comparisons is growth versus value. But what, exactly, is a growth stock, or a value stock?

While it is tempting to think of the yield curve as that length of road before you merge into traffic, in the world of bonds it represents something very different.

The “Blended Retirement System” (BRS) is a new retirement program that impacts those who serve our country in the armed forces. It started on 1 January 2018 and modifies the retirement system that military members have known for decades.

Approximately 30 percent of taxpayers itemize deductions, according to the Tax Policy Center of the Urban Institute and Brookings Institution, and roughly 82 percent of itemizers reported charitable contributions.