by dvs-arbiter | Dec 21, 2017 | Personal Finance
By Jack Nicklaus Tunge, CFP®, CRPC® On December 15th, a House and Senate Conference Committee released a unified version of the Tax Cuts and Jobs Act. The bill passed the House by a vote of 227 to 203 and the Senate by a vote of 51-48 on December 19th. President Trump...
by dvs-arbiter | Nov 20, 2017 | Employee Benefits, Personal Finance
Here is the latest IRS information concerning Maximum Allowable Contributions (MAC) limits for calendar year 2018. -The normal calendar year limit for 403(b), 457(b) and 401(k) plans will increase from $18,000 to $18,500 for 2018. -The age-based additional amount (age...
by dvs-arbiter | Sep 6, 2017 | Personal Finance
By Jack Nicklaus Tunge, CFP®, CRPC® It’s quite simple really. A CERTIFIED FINANCIAL PLANNER™ provides financial advice that focuses on all facets of your financial life. We are driven by formulating plans and strategies that make you successful. Today, I wanted...
by dvs-arbiter | Jun 15, 2017 | Personal Finance
Destination Wedding or Fully Funded Retirement? Something to think about Every year I am invited to 3 or 4 weddings and I love attending every one. But I’ve noticed a few trends lately and I thought I would put together some things for today’s couples to think about...
by dvs-arbiter | Mar 14, 2017 | Personal Finance
March Madness and the Dow – Who Wins? And can we see patterns from one year to the next? Newspapers, radio, and TV news programs refer to the Dow Jones Industrial Average every day, calling it the Dow, sometimes the Dow Jones or even the DJIA. And economists and...
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