You are here: Home > fiscal cliff
Tag Archives | fiscal cliff

MERRY CLIFF MESS – Republican Plan B Cancelled

By on December 21, 2012 in Investments, Policy and Your Money, Tax Planning, World Economics

Fiscal Cliff – Republican’s Punt to the Democrats House Speaker Boehner called off a vote on a Bill that would have maintained most of the current tax rates (except for $1 million wage earners).  Apparently, it may not have had enough votes to pass. Fiscally conservative House members are not planning to vote for a [...]

Read full story • Comments { 1 }

Take Advantage of Tax-Free Roth IRA

By on December 1, 2012 in Achieving Financial Independence, Estate Planning, Investments, Post-Retirement Planning, Tax Planning

Yes, I am referring to you. My favorite retirement savings vehicle is the Roth IRA and you may be wise to use it. There are 3 ways to fund a Roth IRA. 1. FRONT-DOOR Roth Contribution  – Contribute directly if – Married family income under $173,000 (phased out to $183,000) A Roth IRA is funded [...]

Read full story • Comments { 1 }

Join us for Fiscal Cliff Tax Planning Webinar – Click to Register

By on November 26, 2012 in Estate Planning, Policy and Your Money, Tax Planning

Brad Rosley, CFP® & Ann Gunst, CPA, CFP® will be presenting strategies to help investors keep more of what they earn and the federal tax laws are set to change.  “It’s not what you make, but what you keep that counts.” Space is limited. Date: Wednesday, December 5, 2012 Time: 10:00 AM – 10:30 AM [...]

Read full story • Comments { 2 }

Planning a Softer Landing from the Fiscal Cliff-Featured Article from Jeff Singer CPA

By on November 20, 2012 in Achieving Financial Independence, Balanced Living, Tax Planning

  Get Life Planning Today delivered by email Featured Article from Jeff Singer CPA It would be an understatement to say that planning in today’s environment is challenging. We hear about the ominous fiscal cliff and the unwanted effects of sequestration. Our leaders believe they can reach a common ground to get an effective plan [...]

Read full story • Comments { 0 }

Post Election Economic and Investment Outlook

By on November 15, 2012 in Achieving Financial Independence, Goals-Based Planning, Investments, Policy and Your Money, Tax Planning, World Economics

Well the first several days after the election has seen the stock market drop by five percent, leaving those that follow our nation’s fiscal situation feeling uneasy.  I feel the same way as I have been yelling from the tallest tower (or at least my weekly blog) that our government spending is out of control [...]

Read full story • Comments { 3 }

Fiscal Cliff Financial Planning – Helping You Keep Your Cash from Being Taxed

By on November 12, 2012 in College, Tax Planning

Over the next few weeks, I’ll be sharing tax saving strategies for you and your family and friends to fight back and keep more of your hard-earned money. As I write this, there is uncertainty about what will happen with the schedule tax increases and federal spending cuts. While federal tax planning in up in [...]

Read full story • Comments { 0 }

5 Huge Financial Issues Now That Obama was Re Elected

By on November 7, 2012 in Achieving Financial Independence, Investments, Policy and Your Money, Tax Planning, World Economics

The voters spoke.  The number of people dependent on the federal government (our tax $$) to pay some or all of their way will continue to grow. Wage and investment income earners will be asked to pay thousands of dollars in additional taxes ($3,500+ average per family) annually to allow this to continue to happen [...]

Read full story • Comments { 0 }

Romney Wins – Then What?

By on October 18, 2012 in Achieving Financial Independence, Balanced Living, Counting Your Pennies, Estate Planning, Investments, Investor Psychology, Mortgage, Policy and Your Money, World Economics

When Romney Wins – Then What? Since Mr. Romney is well positioned to win the presidential election, I’ll take a few minutes to explain what I think might happen if Governor Romney is elected the 44th President of the United States. If Republicans also win both houses of Congress, expect there to be quite a [...]

Read full story • Comments { 4 }

How Much Could the “Fiscal Cliff” Tax Increases Cost You?

By on October 2, 2012 in Achieving Financial Independence, Counting Your Pennies, Policy and Your Money, Tax Planning

 CLICK Here to Get Life Planning Today Blog Updates Emailed to you Congress Signs Deal: What does the Fiscal Cliff Deal Mean to Your Income Taxes? MERRY CLIFF MESS Several clients and Glen Ellyn neighbors have asked me about the “Fiscal Cliff” lately so I have decided to blog about it.  I have also included [...]

Read full story • Comments { 1 }

Financial Advisor Blog Network