A Savings Lesson from the Shutdown

A Savings Lesson from the Shutdown

First things first, this is not a political post. If you’re looking to read about the merits of the right and left arguing over immigration policies and budget battles, I’m not your guy.

So, thankfully, President Trump agreed to sign a bill that funded the government for the next 3 weeks. I say thankfully because, regardless of how you feel about any of this, I think we can all agree that the Coast Guard, FBI agents, food inspectors, air traffic controllers and hundreds of thousands of other government workers who were either furloughed or working without pay need to get back on the positive side of the payroll. They do some pretty important jobs, and I’d rather my approach into Hartsfield Jackson be guided by someone who isn’t distracted by the thought of losing their home.

Millennial Estate Planning - From Basics to Brilliant (1 of 3)

First things first, this is a post about millennials, but it’s worth reading even if you aren’t one. You’ve got children, grandchildren, nieces and nephews, friends and family who, despite their best efforts, were born in the millennial generation. They need to read this, so please feel free to share this post with them. I’ve also included some bullet points below for speed readers.

Impact of the Tax Cuts & Jobs Act of 2017 - Qualified Charitable Distributions

With the first year of the Tax Cuts & Jobs Act of 2017 (TCJA) officially behind us, a lot of retirees could be heading for a rude awakening come tax time. Why? Remember the old saying about how no good deed goes unpunished? Retirees who are charitably inclined could soon learn their gifting program might actually be costing them money come tax time.

Here are the high points discussed in detail below: