March 26, 2018–U.S. stocks ended sharply lower last Friday, capping the three main domestic indices with their worst weekly decline in over two years amid uncertainty over a potential trade war with China. Investors were also vexed over by higher borrowing rates which, together with retaliatory trade tariffs, could hinder economic growth.
Going through years of accumulated possessions and memories is probably not how you envisioned spending part of your retirement. It may sound like a daunting and emotionally draining task, but downsizing could be a savvy financial move, especially if you haven't reached your retirement savings goals.
1. Set goals for downsizing
March 19, 2018–U.S. stocks posted modest gains on Friday, paring four days of declines, after investors cheered unexpectedly strong factory output and consumer sentiment data, overshadowing worries about potential trade wars.
Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a copy of your 2016 tax return and gathering W-2s, 1099s, and deduction records. You'll need these records whether you're preparing your own return or paying someone else to prepare your tax return for you.
529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year later, in 1997, to give people a tax-advantaged way to save for retirement. But a funny thing happened along the way — some parents adapted the Roth IRA as a college savings tool.
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Market Month: February 2018 |
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Guidant Planning, Inc.
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South Pasadena, CA 91030
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Guidant Planning, Inc. | 1499 Huntington Drive, Suite 303 | South Pasadena, CA 91030 | (800) 332-8552
Allen Yee is a registered representative offering securities through First Allied Securities, Inc., a registered broker/dealer (member FINRA / SIPC). Advisory services offered through Guidant Planning, Inc. and First Allied Advisory Services, Inc., both registered investment advisers. Guidant Planning, Inc. is not affiliated with First Allied Securities, Inc. and/or First Allied Advisory Services, Inc.
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