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If You Made Less Than $63,000 Last Year, Read this Before You File
It’s becoming increasingly difficult for low to middle-income families to save; however, the IRS allows a Saver’s Credit that could mean a $2,000 tax credit per family. Of course, it depends on the tax filer’s status as well as their adjusted gross income, or AGI. The tax benefit is to increase the incentive for lower…
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Mind Over Money Investing Class
Wednesday January 30, 2019 6:30 PM
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3 Tips for Millennial’s Looking to Invest
When it comes to Millennial’s and their money, most would rather sit on a boat load of cash. They have a sinking feeling that investing in the stock market is like boarding the Titanic. According to a recent Bankrate.com study cited by a recent The Street article, 1. younger people prefer bank accounts over stock…
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Quarter 3 Stock market Update
The following is from Matson Money Quarterly Statements. It is a good reminder to focus on long term historical returns rather than panicking about short term returns. “The 3rd quarter of 2018 saw domestic equity markets hit all-time highs, meanwhile outside of the U.S., the decline in international markets that persisted in the first two…
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Mind Over Money Investing Class
Wednesday October 24, 2018 6:30 PM
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Keep these 3 Rules and You Will Be a Successful Investor
Investing can be very complicated and confusing, but it also can be very simple. Today I am going to try to simplify investing with these 3 rules. 1. Own Equities Equities is just another word for stocks. Why is this the first and most important rule? Stocks have historically out performed fixed income (Bonds/Money Market/Savings…
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What are the Cost’s Associated with Investing?
There are many different ways in which costs are charged to your investment portfolio. Many of these are hidden and are basically untraceable. Today we are going to discuss a few of the hidden costs, and a few of the transparent costs. Costs you should know about Management Fee/Commission Whoever your investment advisor is is…
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Mind Over Money Investing Class
Thursday August 16, 2018 6:30 PM
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Live: Myths of Investing Webinar
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Myths of Investing Webinar
Wednesday July 25, 2018 4:00 PM