Ed Quirk

Market Commentary - April 2019 - Key Retirement and Tax Numbers; Hybrid Funds, Lifestyle or Target? and more

In This Issue:

  • Key Retirement and Tax Numbers
  • Hybrid Funds, Lifestyle or Target?
  • What Happened to Your Money?

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Estate Planning Review

Whitepaper: Estate Planning Review

Written By: Daniel A.

Credit Cards versus Debit Cards

Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take money out of your bank account when used, unlike a credit card, which will pay for the purchase and later add the amount of the transaction to your monthly statement.

But are there any other differences between the two?

Top Strategies for Charitable Giving

We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion mark for the first time in history.

But anytime that we give our money to an organization, it’s important to do our due diligence, ensuring that the funds that we give will be used effectively.

Hold On Loosely, But Don’t Let Go!

Document Retention:  What to hold on to and when to let go

The song “Hold on Loosely” was released in 1981 by the band 38 Special, peaking at #27 on the Billboard charts in May.  But the lyrics live on into 2019 as they apply to the recommendations for records retention that most of us should follow.

The Best Time to Get Retirement Healthcare and Long-term Care Coverage? Before You Need It!

Contemplating a future of possible declining health or infirmity is not a pleasant prospect for any of us. Some people mistakenly think that, after age 65, Medicare will pick up any future tab. But there are many gaps and limits to Medicare coverage that can limit your options or leave you or your family members holding the bag for out-of-pocket expenses.

Getting Started in the Stock Market

Investing in the stock market can be extremely rewarding, but not without risk. While most investors understand that market volatility is a given in the stock market, for those trying to decide whether to invest in stocks, the volatility alone gives them pause. A lot of people are too risk averse to be comfortable investing in the stock market.

Life Insurance: You may not want to think about it, but you should consider it.....

How does life insurance factor into financial and estate planning? Read this Forbes post: https://tinyurl.com/yb2q46oz

Talking to Your Teen About Money

 

Provided by Doug Fletcher

You probably feel comfortable talking to your teen about things like school, sports, and clothing. But how do you feel about talking about money?

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