College Cost Data for 2019-2020 School Year Each year, the College Board releases its annual Trends in College Pricing report that highlights current college costs and trends. While….
Fourth Quarter 2019 Economic Newsletter As we look back and reflect on what was predicted by many to be a year of worry and concern….
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Welcome to 2020 Newsletter Once again, our primary goal this year is to continue our tradition of helping clients achieve their personal financial goals.
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New Spending Plan Package Includes Sweeping Retirement Plan Changes The $1.4 trillion spending package enacted on December 20, 2019 included the Setting Every Community Up for Retirement Enhancement (SECURE) Act….
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IRA and Retirement Plan Limits for 2020 The maximum amount you can contribute to a…
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Transitioning into Retirement If you’re considering retirement within the next five years or so, you’re in the retirement “zone.” This is a critical time period.
Charitable Contributions from IRAs The Pension Protection Act of 2006 first allowed taxpayers ages 70 1/2 and older to make tax-free charitable donations directly from their IRAs.
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Charles R. Green & Associates, Inc. Receives SagePoint Financials’ Champions Circle award for 2019 (Fort Worth, TX, November 22, 2019) – Charles R. Green & Associates, Inc. recently received the Champions Circle award from SagePoint Financial, which is reserved for the top 25 SagePoint Financial advisors in the country. A spokesperson for Charles R. Green....
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2019 Year End Tax Moves One of our main goals as holistic financial advisors is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies.
First Quarter 2019 Tax Report Helpful Information for Filing 2018 Income Taxes and Proactive Tax Planning for 2019