by Justin Knapp | Jan 8, 2018 | Financial Articles
Unless you’re very rich or very poor, you should be looking into all of the long-term care possibilities out there. Because of the costs and complexity involved, the choice isn’t easy. But it is necessary. As a financial planner, I have learned that...
by Justin Knapp | Jan 8, 2018 | Financial Articles
The most sweeping tax overhaul in three decades will make big changes to how families pay their taxes. The bill lowers tax rates for all income groups, but caps or eliminates many popular deductions. (Dec. 21) AP The phrase “death cleaning” may sound jarring to...
by Justin Knapp | Jan 8, 2018 | Current Affairs, Financial Articles
I have good news. First, most American children are going to live far better than their parents did. Second, large gains in the living standards of Americans will continue for many generations to come. Some years back, people generally agreed with my optimism. Today,...
by Justin Knapp | Jan 8, 2018 | Current Affairs, Financial Articles
Key Takeaways Tax reform presents important changes for investors, while also preserving several areas some thought could change. 529s get more useful, while 401(k) plans remain mostly unchanged. Business owners might consider changing their form of business to take...
by Justin Knapp | Nov 30, 2017 | Current Affairs, Financial Articles
The digital currency bitcoin jumped to a fresh high above $11,000 Wednesday before quickly dropping below $10,000 again. Its outsized gains this year however are sparking curiosity. If you’re curious but confused, here’s a brief explainer. A: It’s a digital form of...
by Justin Knapp | Nov 8, 2017 | Current Affairs, Financial Articles
Giving away stocks, or other appreciated assets is an especially timely move to consider before year end. With the S&P 500 index up more than 300 percent and the Nasdaq more than 400 percent since the March 2009 low, any money in taxable accounts has likely...
