2018 Ended with a hiring surge The latest Department of Labor jobs report suggests an economy with plenty of forward momentum. Employers added 312,000 net new jobs in December, the most in ten months. The main jobless rate rose 0.2% to 3.9% as more Americans entered the labor force; the U-6 rate, measuring underemployment, held […]
Growth Report – Monday, January 7, 2019 Read More
Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are taken aback when they discover this. In addition to
A Retirement Fact Sheet Read More
Year-End Special Edition: A Look Back at 2018 The close of the year provides an opportunity for investors to step back and consider the wider financial landscape. This week, we’re reviewing some key issues that defined 2018, as well as some factors that may influence financial markets in the coming year. Year in Review Wall Street
Growth Report – Monday, December 31, 2018 Read More
Take note of them for 2019. Some notable developments are about to impact 401(k) plans. They follow a major change that became effective in 2018. Thanks to the Tax Cuts & Jobs Act, workers who borrow from 401(k) accounts and leave their jobs now have until October of the following year to repay plan loans.1
Some Changes Are Coming for 401(k)s Read More
As FUEL GROWS CHEAPER, INFLATION BECOMES TAMER Last week, the latest Consumer Price Index arrived, showing no move for headline inflation in November and a 0.2% core inflation increase. That precisely matched the consensus forecast of economists polled by Reuters. What held the headline CPI in check last month? You can credit a sudden drop
Growth Report – Monday, December 17, 2018 Read More
Follow the rules, and you might get a big federal tax break. Is your annual IRA withdrawal a bother? If you are an affluent retiree, that might be the case. The income is always nice, but the taxes that come with it? Not so much. If only you could satisfy your yearly IRA withdrawal requirement
Making a Charitable Gift from Your IRA Read More
HIRING PACE SLOWS In November, U.S. employers added a net 155,000 hires to their payrolls. That compares with a (revised) gain of 237,000 recorded by the federal government for October. The Department of Labor’s latest jobs report showed the main unemployment rate holding steady at just 3.7%, and the U-6 rate (unemployed and underemployed) rising
Growth Report – December 10, 2018 Read More
Are you aware of them? The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. If you are 65 or older, your standard deduction is $1,300 larger. Make that $1,600 if you are unmarried. Thanks to the passage of the Tax Cuts & Jobs
Tax Considerations for Retirees Read More
COMMENTS FROM JEROME POWELL INSPIRE A RALLY Wall Street liked what it heard from Federal Reserve chairman Jerome Powell last week. While speaking Wednesday to an audience in New York, Powell stated that interest rates “remain just below the broad range of estimates of the level that would be neutral for the economy – that
Growth Report – Monday, December 3, 2018 Read More
Once you schedule your Introduction To Prosperous Investing, we will send you a short first appointment questionnaire within 24 hours. The first appointment questionnaire gives us a brief overview of your current situation, what your top concerns are, and will helps us better understand your investment experience. To schedule your first appointment, simply call us at 801-545-0696 or click, Let’s Begin.
We’re here to help, no matter where you’re starting from!
© 2024 Stonecreek Wealth Advisors, Inc. A fiduciary, independent, fee-only, Registered Investment Advisor
