There is a current scam regarding Social Security going around the country right now that we would like you to be aware of. The scam comes in many different forms, but essentially the scammers state that your SSN has been suspended and to call a certain number to resolve the issue before it is too late. Other variations of this scam include them stating that you have outstanding tax liens and could go to jail if they aren’t paid,Read More
The chart nearby is what we call a “periodic table” of asset-type returns. Not only does the chart depict the return each calendar year of major stock and bond asset classes for the last 14 years or so, it also tracks a hypothetical diversified portfolio that is approximately 60% equities and 40% fixed income comprised of these asset classes (white boxes), a very common asset allocation. The two columns on the right side depict the rolling long-term averages of these investment elements in terms of both return,Read More
It’s Tax Time Again! Please
see the video below presented by Lisa Comeau on important tax time information.
We have also listed Frequently Asked Questions below.
Tax time FAQ’s
- When will I get my tax documents so I can or my accountant can file my tax return?
Pershing, our clearing firm has the
tax document mailings scheduled as follows,
Wag the Dog
A 1997 dark comedy starring Dustin Hoffman and Robert DeNiro, “Wag the Dog” was a film in which a Hollywood director and a spin-doctor collude to fabricate a war in order to distract voters from a presidential sex-scandal. Hilarity ensues. Of course, the irony was that the movie was released just two months before an actual sex-scandal erupted.Read More
The Internal Revenue Service today announced cost of living adjustments
affecting dollar limitations for pension plans and other retirement-related items for tax year 2019.
A sizeable chunk of the CFA curriculum* is made up of a combination of pension accounting and institutional portfolio management (both principles and practices). Since we can already sense your eyes glazing over, we will keep this a very high-altitude discussion. We bring it up because in years like 2018, we receive numerous questions and comments from clients which cut to the very core of what we do as wealth managers. It is also a germane discussion in an environment with such divergent asset returns.Read More
We are proud to announce we have been named to the 2018 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans, across the US.
The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). The FT 401 is based on data gathered from advisors,Read More
Throughout the year the CCR Charity & Community Responsibility committee sell snacks to make profits to donate to a charity of our choice at the end of the summer. This year we chose a classroom we found that needed books. We received a sweet letter of thanks from the teacher.Read More
As a financial planner working with clients at all stages of their financial life, you likely have clients who want to make sure their adult children take the right financial path as they start their careers.
CCR Wealth Management Partner Jonathan Albano offers three important points of guidance for financial advisors working with clients who have children who have recently graduated from college. In Post-College Financial Planning and Debt Relief Tips for Your Clients’ Children,Read More