Here's a few articles I've found useful and interesting this week, with my short commentary:
#1: 7 Easy Tax-Saving Tips For Small Business Owners
1 & 2) Get software, i.e., waveapps.com is a free small-business tax software, and mint.com is free personal money tracking software.
3) Automate contributions into a retirement account first.
As I talk with friends & clients, I often hear how we’re all deluged with information daily. When it comes to financial stuff, a lot of the information isn’t the least bit useful. The main goal of financial media often seems to be to get us to click a link or stay glued to a screen using frenzied news headlines and stories.
My goal is different…
The increase in volatility to start 2018, coupled with the almost 9-year bull market run has caused many sophisticated investors to question when to buy and when to sell. So, it’s important to remember that there is a very simple investment strategy that doesn’t require you to stare at trading screens all day – Dollar-Cost-Averaging.
On January 1, 2018, the most sweeping overhaul of the US tax system – the Tax Cuts and Jobs Act – went into effect. While the bill is over 500 pages long, let’s briefly examine items not changing. But please keep in mind that this summary is in no way comprehensive nor is it meant to be construed as tax advice – you should consult your advisor to determine how it might impact you personally.
As of December 20, 2017, the Senate passed the "Tax Cuts and Jobs Act.” Most would agree that this is the most sweeping overhaul of the US tax system in more than 30 years.
The question we are all asking is “how does this impact me and my family?”
I set a goal to read 100 books in 2017. Thankfully, I was able to complete it, and here's the list.
* Books the made an impact on me, in particular.
San Luis Obispo, CA – December 5th, 2017 – Aquila Wealth Advisors, a new financial planning firm founded by Eric Maldonado, CFP®, MBA, CKA®, opened in October 2017 with the help of XY Planning Network (XYPN), the nation’s leading organization of fee-only financial planners serving Generation X and Generation Y clients. In addition to Gen X & Y, the firm will also specialize in Faith-based Financial Planning and Investing.
