Question of the month The stock market
has not only reached historic highs this quarter but has demonstrated its
best performance in 15 years. What do you think of the prospects
for stocks moving forward? Please let us know your thoughts -
e-mail us at info@CognizantWealth.com.
Are You
Saving Enough For Retirement?
Is a 5% or 6% savings rate sufficient to accumulate enough money to carry
us through thirty years of post-retirement bliss? I put together a
simple spreadsheet to do just that, and the results are not
encouraging. READ MORE >>>
A New Benefit for Non-Deductible IRA Contributions
Starting this year the new 3.8% Medicare surtax on net investment income
kicks in as part of the Affordable Care Act. As a result,
non-deductible IRA contributions represent a new strategy for high-income
taxpayers to proactively avoid this new tax. READ MORE >>>
Are Your Children Putting You into Debt?
According to a recent survey from UBS Wealth Management Americas,
long-term care is investors’ greatest personal financial concern.
This study reinforces the importance of doing Long Term Care (LTC)
planning as part of retirement planning. READ MORE >>>
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