ARGI Insights

How Retirement Spending Changes With Time

April 18th, 2018

New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money?   This concern is legitimate. Many households “live it up” and spend more than they anticipate as retirement starts to unfold. In ten or twenty years, though, they may not spend Read more

Why You Want a Retirement Plan in Writing

April 16th, 2018

Many people save and invest vaguely for the future. They know they need to accumulate money for retirement, but when it comes to how much they will need or how they will do it, they are not quite sure. They will “wing it,” hope for the best, and see how it goes. How do they Read more

The Retirement Mindgame

April 11th, 2018

What kind of retirement do you think you’ll have? Qualitatively speaking, what if the success or failure of your retirement begins with your perception of retirement?   A whole field of study has emerged on the psychology of saving, spending, and investing: behavioral finance.  Since retirement saving is a behavior (and since other behaviors influence Read more

March 2018 Market Update

April 10th, 2018

MARKET RECAP* Volatility continued to pick up globally in March causing most markets to finish the quarter in negative territory The S&P 500 experienced its first quarterly decline since the third quarter of 2015 The S&P 500 finished the month with a negative 2.7% return Top Sectors: Real Estate (+3.8%), Utilities (+3.8%) Bottom Sectors: Financials Read more

The Value of a Stop-Loss Strategy

April 9th, 2018

  What is a stop-loss strategy, and how can it potentially aid an investor? Savvy investors use stop-loss orders as a kind of “insurance” against stock market losses. Simply explained, a stop-loss order is an order you give to a brokerage to sell a stock when the share price falls to a certain level.   Read more

Will giving decline?

April 5th, 2018

Charities are wondering if they will lose out on millions this year. The federal tax deduction for charitable contributions has disappeared because of the recent tax reforms.   The standard federal income tax deduction is now $12,000 – make that $24,000 for a married couple filing jointly. (The amounts rise to $13,600 for a single Read more

Wise Money Moves Young Professionals Can Make

April 4th, 2018

As a young professional, you have an opportunity to make some major financial strides. You truly have time on your side when it comes to investing, saving, and harnessing the power of compounding. Now is the time to pay yourself first and do those things that could make you wealthy in the future.   Your Read more

Are entertainment expenses still deductible?

April 3rd, 2018

You may have heard that the Tax Cuts & Jobs Act eliminated nearly all possibilities to write off business entertainment expenses. That is not quite true. You may be able to claim a deduction for such expenses today, but it depends on who you are entertaining. Regardless of who you happen to entertain, you will Read more

Did you receive a corrected Form 1098?

April 2nd, 2018

Recently, you may have received a corrected Internal Revenue Service Form 1098 from your mortgage lender. The correction probably spells good news for you.   When the Bipartisan Budget Act of 2018 became law in February, certain tax provisions that expired at the end of 2016 were retroactively renewed for the 2017 tax year. Among Read more

A Look at HSAs

March 29th, 2018

Why do higher-income households inquire about Health Savings Accounts? They have heard about what an HSA can potentially offer them: a pool of tax-exempt dollars for health care, a path to tax savings, even a possible source of retirement income after age 65. You may want to look at this option yourself.   About 26 Read more

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