Analysts at Schwab believe we may be entering the latter stages of the bull market. What should investors do? Liz Ann Sonders and her team offer their perspective. Congress is attempting to pass a generational reform of the 1986 Internal Revenue Code, which could have major impact on charitable giving. Christopher Woerhrle looks into the likelihood of the new tax code passing, and how it would affect your donations. Social Security benefits are scheduled to rise in 2018, but most enrollees won’t receive increased payments. Janet Kovack of Forbes explains.
Preparing For The Latter Innings– We’re likely entering or already in the latter innings of this long-running bull market and economic expansion, but as baseball fans know there’s still a lot of game left after the middle innings—including the possibility of extra innings. Liz Ann Sonders and her team at Schwab advise investors on what to do if we are entering the latter innings. Read more…
A New Tax Code?- Here is an analysis of the various proposed tax scenarios and how they could affect charitable giving. Read more…
Social Security Benefits Rising 2% In 2018, But Most Retirees Won’t See Extra Cash– Social Security beneficiaries will receive a 2% cost-of-living adjustment next year, which amounts to $27 per month for the average retired worker. However, Medicare Part B premiums could wipe out most of the increase. Read more…
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