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Financial Planning

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Key Retirement And Tax Numbers For 2020

Key Retirement and Tax Numbers for 2020

  • Financial Planning, Preparing for Retirement, Ready to Retire, Starting Out

Key Retirement and Tax Numbers for 2020 Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments…

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Take This Quiz: The Social Security Retirement Earnings Test

Take This Quiz: The Social Security Retirement Earnings Test

  • Articles, Financial Planning, Ready to Retire

Can you work and receive Social Security retirement benefits at the same time? Yes, but the Social Security Administration (SSA) will apply an earnings test. Part or all of your monthly benefit may be withheld if you earn too much.…

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How To Give Like A Billionaire When You Don’t Have Billions To Give

How to Give Like a Billionaire When You Don’t Have Billions to Give

  • Articles, Financial Planning, Ready to Retire

How to Give Like a Billionaire When You Don't Have Billions to Give Since Bill and Melinda Gates and Warren Buffett created the Giving Pledge in 2010, more than 200 of the world's wealthiest individuals and couples have committed to…

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Ten Year-End Tax Tips For 2019

Ten Year-End Tax Tips for 2019

  • Articles, Financial Planning

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to plan Effective planning requires that you have a good understanding of your current tax situation,…

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Market Strategies:  Three Ways To Play Defense In Your Stock Portfolio

Market Strategies: Three Ways to Play Defense in Your Stock Portfolio

  • Articles, Financial Planning

Market Strategies: Three Ways to Play Defense in Your Stock Portfolio Defensive investment strategies share a common goal — to help a portfolio better weather an economic downturn and/or bouts of market volatility. But there are some key differences, including…

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What’s The Real Return On Your Investments?

What’s the real return on your investments?

  • Articles, Financial Planning

As an investor, you probably pay attention to nominal return, which is the percentage increase or decrease in the value of an investment over a given period of time, usually expressed as an annual return. However, to estimate actual income…

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Time For A Mid-Year Investment Check

Time for a Mid-Year Investment Check

  • Financial Planning

Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. So whether the markets are up or down, periodically reviewing your portfolio with your financial…

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Down The Donut Hole: The Medicare Coverage Gap

Down the Donut Hole: The Medicare Coverage Gap

  • Financial Planning, Preparing for Retirement

One of the most confusing Medicare provisions is the prescription drug coverage gap, often called the "donut hole." It may be clearer if you consider the gap within the annual "lifecycle" of Medicare Part D Prescription Drug Coverage. This also…

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Can The Federal Funds Rate Affect The Economy?

Can the federal funds rate affect the economy?

  • Articles, Financial Planning, Ready to Retire

The Federal Open Market Committee (FOMC) is the policymaking branch of the Federal Reserve. One of its primary responsibilities is setting the federal funds target rate. The FOMC meets eight times per year, after which it announces any changes to…

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What Is The Federal Funds Rate?

What is the federal funds rate?

  • Articles, Financial Planning

The federal funds rate is the interest rate at which banks lend funds to each other from their deposits at the Federal Reserve (the Fed), usually overnight, in order to meet federally mandated reserve requirements. Basically, if a bank is…

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Copyright 2018 - All Rights Reserved | CUSO Financial Services, L.P.
  • Financial Goals
    • Getting Started
    • Financial Planning
    • Life Insurance
    • Rollovers/Consolidating Accounts
    • Nearing Retirement
    • Estate Planning
    • Income in Retirement
    • Saving for College
    • Living Generously
  • Life Events
    • Starting Out
    • Preparing for Retirement
    • Ready to Retire
    • Stuff Happens
    • Living Generously
  • Our Team
  • Resources
    • Articles
    • Current Promotions
      • Advice Matters
      • Ready to Roll
      • Fixed Annuity Rates
      • Will Social Security be enough?
    • Financial Calculators
      • College Calculator
      • IRA-Options Calculator
      • Retirement Calculator
      • 401k Calculator
      • Retirement Income Calculator
      • Investment Calculator
      • Life Insurance Calculator
  • Contact Us
  • Fairwinds.org
  • Log In
    • Clear 1
    • eVISION Online Trading
  • Phone Appointment
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