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Charitable Gifting

You Don’t Need to Itemize to Claim These Deductions on Your 2018 Tax Return

The Tax Cuts and Jobs Act of 2017 ushered in a number of changes impacting taxpayers at all income levels. These changes include new tax rates and adjusted income thresholds, as well as a significantly higher standard deduction ($12,000 for single filers and $24,000 for married couples filing jointly). The new law also eliminated a number of itemized deductions, while limiting others.

Your 2019 Financial To-Do List

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Financial Literacy for Children

In a recent survey by JumpStart Coalition for Financial Literacy, only 26 percent of those between the ages of 13-21 said that they had been taught how to manage money. Yet, when they turn 18, kids are signing contracts for student loans, opening credit card accounts, and in many instances, living away from home with little financial guidance available.

Document Retention

Is your garage overflowing with bank statements and paid bills from ten years ago?  Are you unsure about what documents need to be retained and what can be tossed? Speaking of tossing, what documents can be tossed in the trash, and which should be shredded?  Are you wanting to finally get control of your documents?

Video: Saving For Your Child's School

 A post-secondary degree is proving more and more beneficial to earn a foothold in the workforce. There are many ways parents can tackle the daunting task of raising a child and then helping them with higher education costs. Contact a CFP® Professional TODAY for help in creating a financial plan that draws a roadmap for accomplishing all of your financial goals!

Year-End Charitable Gifting

Year-End Charitable Gifting

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Gary Nagel, Dennis Spratt and James Powers are Registered Representatives offering securities and advisory services through Geneos Wealth Management, Inc., Member FINRA/SIPC, a registered broker-dealer and registered investment advisor. This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, IA, IL, KS, MA, MD, MI, MO, MN, NC, NE, NM, OK, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific state referenced.

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