In December 2017, the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package, became law.
College students and their parents dodged a major bullet with the legislation, as initial drafts of the bill
included the elimination of Coverdell Education Savings Accounts, the Lifetime Learning Credit, and the
student loan interest deduction. What did make the final cut was the expanded use of 529 plans.Read More
In 2011, the U.S. Census Bureau reported that more than 12 million women were widowed, with their ranks growing at the rate of another one million per year.Read More
The Human Response to Change
Change is personal. Most anyone can tell you that change is constant. But practically no one will tell you it’s easy. Maybe that’s because changes don’t just happen; they happen to people. And when those changes happen to be us, we tend to take those life transitions pretty personally. That’s all part of being human.
Here at Aurochs Financial, we never forget that when change happens in your life, it affects how you feel. And how you feel affects how you think and act. As Financial Transitionists®, we believe it’s our responsibility to recognize how the change in your life is affecting you so we can assist you in working through it in the manner and time that are best for you.Read More
There’s still time to make a regular IRA contribution for 2017! You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2017 ($6,500 if you were age 50 by December 31, 2017). For most taxpayers, the contribution deadline for 2017 is April 17, 2018.Read More
Watch the latest video from Broadridge Investor Communication Solutions that focuses on Tax Reform for Individuals. Most provisions in the law took effect January 1, 2018. Read More
2nd Opinion Service
In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More
Independent financial advisors explain that maintaining a well-diversified portfolio allocated according to your risk tolerance, investment goals, and time horizon is the key to handling market volatility.Read More
After reaching all-time highs on January 26, 2018, the Dow Jones Industrial Average and the S&P 500 went into a two-week slide that saw both stock indexes drop by more than 10%, a decline that is typically considered a market correction.Read More
Listen to Jake DeKinder, Head of Advisor Communication, explain why investors should view recent market declines as part of the nature of investing.Read More
2nd Opinion Service
In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More