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MONEY notes
Financial Equality for Same-Sex Couples
It’s been nearly three years since the Supreme Court issued its landmark civil rights ruling (Obergefell v. Hodges) that granted same-sex couples the constitutional right to marry. As a result, today close to two-thirds (61%) of same-sex cohabiting couples in the U.S....
Quarterly Economic Review – 1st Quarter 2018
Announcing Our New Client Portal We are thrilled to announce that our new client portal will launch this quarter! We plan on sending an email invitation for the portal to each client in the second quarter of 2018. The portal invitation email will come from BLB&B...
Should You Consolidate Your Retirement Accounts?
If you’re like most Americans, by the time you enter your early 50s you’ll probably have held about a dozen different jobs at nearly as many different employers.¹ It’s a far cry from the 1940s and 1950s, when working your entire life for the same employer was a fairly...
Dissecting the Impact of the New Tax Law
Given the unprecedented quick passage and signing into law of the new Tax Cuts and Jobs Act, it will likely be many months before tax attorneys and financial analysts are able to accurately and fully gauge the short- and long-term impact of the new legislation – both...
Quarterly Economic Review – 4th Quarter 2017
U.S. equity market indices turned in unusually strong performances during 2017. The S&P 500, for example, returned over 19% last year while the Nasdaq bested 28% and the Dow Jones Industrial Average returned just over 25%. With the exception of the energy and...
Year-End Giving
As we approach the end of the year, it is important to keep in mind that any charitable gifts you are planning to make must be completed before year-end and must go to qualified charities in order for you to be eligible to receive any 2017 tax deduction for making...
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