All investors review their investments annually, and in light of the market’s recent volatility, it would be wise to review your investments soon as the new tax laws may affect your strategies. “Rebalancing” may be in order if your portfolio’s asset allocation no longer meets your current long-term objectives. As always, you should consult with your…
Read More →As the commercial says “I’m not a tax advisor and I didn’t stay at a Holiday Inn Express last night…” but a piece by Dan Caplinger from The Motley Fool might have a useful idea for your situation. There’s a link at the end to the whole article. Tax strategies is something that PeaceTalks always has…
Read More →In light of the changes in the tax laws and the recent roller coaster volatility in the stock market it might be prudent to talk with your financial advisor about whatever investment assets are attached to your settlement agreement. You can also get feedback and updates related to other nest eggs that are not part…
Read More →There was an article in the Sunday LA Times by Ben Steverman of Bloomberg News with some very clear advice from some divorce professionals that have been doing this for a long time. His article was written before the fires started devastating the lives of thousands of our fellow Californians. PeaceTalks and every other mediation…
Read More →New tax law prompting flood of accelerated divorces as Dec. 31 deadline looms David Garrick, The San Diego Union-Tribune The term “accelerated divorces” got my attention yesterday when an edited version of this article appeared in the Los Angeles Times. The indications, from 2018 first-half data, are that there may be even more of a…
Read More →This article by Dr. Halem seemed very timely as we hit the Labor Day weekend and all too soon will be staring Halloween and Thanksgiving in the face. I really liked what she said about keeping you informed after your mediation is finished. Here are a few highlights and a link to the entire article…
Read More →I came across this exchange with Jim Tankersley who covers economic and tax policy for The New York Times and Ailsa Chang from NPR. Jim gives a nice summary of the dynamics involved that are driving financial advisors to get a strategy in place for all their clients that are party to a divorce settlement before…
Read More →by Stephanie Maloney I saw this piece and was shocked. Bryan McQueeney is the chief executive of the nonprofit Ride On Therapeutic Horsemanship in Los Angeles and he sums up nicely some of the unfortunate possibilities. The new tax law, according to estimates from the Council on Foundations, will drain $16 billion to $24 billion a year…
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