With the latest tax bill, the Tax Cuts and Jobs Act (TCJA), being passed by the U.S. House of Representatives (November 16) and the Senate (December 1), it seems like an appropriate time to explore the history of taxation (and tax code changes) in the U.S. and how we stack up to the rest of the world.
Category: News 2017
We are extremely excited to announce the promotion of Charles Crowley to Wealth Manager. Over the past seven years, Charles has been an integral part of Cathy Miller’s team and been a key part of the growth of Cathy’s business during that time period. Charles has always brought with him an attitude that the clients’ needs come first and an attention to detail in the planning process that is unmatched in the industry. We are thrilled that Charles will be able to continue to leverage those abilities in an expanded role with Atlanta Financial.
It’s no secret that the demographic profile of the United States is growing older at a rapid pace. While the U.S. population is projected to grow just 8% between 2015 and 2025, the number of older Americans ages 70 to 84 will skyrocket 50%.1
This year, with the possibility of tax reform being passed prior to year-end, it is especially important to consult your advisor and/or tax professional for customized advice, since the changes to tax law may mean deferring income or accelerating expenses may or may not be right in every situation.
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
In talking to my clients about planning for their retirement income and building portfolios for their retirement, I find that many of them are concerned about stock market volatility and protecting what they have built over the years. What I rarely hear them mention is the silent killer of retirement income purchasing power: inflation.
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