The “Tax Cuts and Jobs Act” was passed by Congress and signed by former President Donald Trump in December 2017. The tax law changes went into effect in January 2018.…
read moreThe U.S. stock market is having a bad year. It may turn around before year-end, but the S&P 500 index is currently down 20% (Jan. 1 to June 28), and…
read more*Illustration by Donna Grethen / Albuquerque Journal Money is a powerful tool in our society. It allows us to pay for basic needs like our rent or mortgage, groceries, utilities,…
read moreSelecting a financial adviser is not easy, and consumers often do not know what to ask. So, let’s tackle some of the important questions. I recommend you interview several potential…
read moreAsset allocation is an investment concept that refers to how much you have allocated to different asset classes. Conceivably, there could be many asset classes that you track, including equities…
read moreIdentity theft and computer hacks are happening far too often, so protecting yourself and your finances is essential. In 2013, we were shocked when Target Corp. announced that the credit…
read moreThe COVID-19 pandemic has reminded us of the vast divide between the “haves” and the “have nots.” Most wealthy people have become richer, while many others are struggling to pay…
read moreHappy 2022! It’s a new year, and we often set goals as New Year’s resolutions. But you may not feel like setting goals or celebrating this year. The COVID-19 pandemic…
read moreI have been a fan for many years of investors building their tax-free (Roth IRA) bucket as large as possible. The long-term tax-free benefits make the Roth IRA a much…
read moreThe weather is cooler, the days are shorter, and December is a great month to get your finances organized! This article will provide eight steps you can take. I encourage…
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