Month: March 2018

March
26

Provided by: Your Family CFO Team

Why am I saving and investing?

After a week like last week, it’s an important question.  There are many reason people save and invest, including to: Live the life they want today and in the future Accumulate resources so they’re prepared for any bumps in the road Provide an education for their children Offer assistance to parents Support a young person…

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March
19

Provided by: Your Family CFO Team

It is a good time for a gut check…

Last week, after sliding lower for four days, the Standard & Poor’s 500 Index recouped some of its losses on Friday. The reasons behind the week’s poor showing were diverse. Barron’s reported: “The market is so discombobulated right now that it can’t even decide what it’s afraid of. What do we mean? When the Standard…

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March
12

Provided by: Your Family CFO Team

It’s a bird… It’s a plane… It’s a labor shortage!

There is little doubt the Millennial generation has been reshaping our world.  One of the most remarkable aspects of this demographic group is a preference for experiences over consumer goods.  “Three out of four millennials would rather spend their money on an experience than buy something desirable.  The “experience generation” is now a third of…

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March
07

Provided by: Jon McGraw

Check Status of a Tax Refund in Minutes

This article provided by the Internal Revenue Service (IRS). Check Status of a Tax Refund in Minutes Using Where’s My Refund? The Where’s My Refund? tool gives taxpayers access to their tax return and refund status anytime. All they need is internet access and three pieces of information: Their Social Security number. Their filing status….

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March
05

Provided by: Your Family CFO Team

As Yogi Berra once said: It’s déjà vu all over again…

Last week, global stock markets took a bit of a dip after President Trump announced a 25 percent tariff on steel and a 10 percent tariff on aluminum. Tariffs are taxes on goods imported from other countries. In general, governments impose tariffs to enhance revenue and/or protect domestic industries from competition abroad. Tariffs tend to…

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