4 Tips to Get Your Finances In Order In addition to that rewarding tradition of spring cleaning to get your house in order, this is a great time to get your finances in shipshape condition. We offer these tips to help you. 1. TAKE A HARD LOOK AT YOUR CREDIT CARDS Even...
April is Financial Literacy Month April is “Financial Literacy Month” and one of your best financial “teachers” can be your tax return. Here are some lessons to consider: 1. AVOID A BIG REFUND OR BIG TAX BILL Does your payroll withholding amount need adjusting? That’s...
Who do you love? leaving a legacy. When you see technicolor Peeps lining the grocery store shelves, you know that Spring is near and families will soon be gathering to celebrate the season. Whether you are gathered around an Easter feast or beaming with pride at a...
Healthcare Costs for Retirees Are Growing One of the biggest expenses for retirees is healthcare–and it’s getting more expensive. A recent analysis from Fidelity Investments shows that a healthy, 65-year-old couple retiring this year will need $275,000 to cover their...
Mark Henry Visits the New York Stock Exchange Mark Henry was in New York last week at the New York Stock Exchange. While he was there, Mark had the chance to speak with Roger Ibbotson, emeritus professor of the practice of finance at Yale School of Management. Roger...
Living Large Radio with Mark Henry Is Now On ESPN! Now you have three chances every weekend to catch Living Large Radio, hosted by Mark Henry, founder and president of Alloy Wealth Management in Charlotte, North Carolina. Focusing on Finance, Family, Friendship,...
Tax Reform Highlights Here are some brief updates about the tax bill that was recently passed. Keep in mind that the industry is still working through the ramifications of the legislation; there will be much more in-depth information coming throughout the year. New...
10 Tips for Living a Retirement You Love The best way to have a retirement you love is to plan for it! Here are some tips for success. 1. Create and keep a schedule Although you may have dreamed for decades about the future when you would no longer have to set an...
7 Hidden Retirement Risks 1. Longevity The average life expectancy has increased. Chances are that if you’ve reached 65 years old you will live into your mid-80s according to life expectancy calculations. Many are living even longer—one in four people will live into...
April is Financial Literacy Month. Here Are the Top 10 Things You Should Know. Tax reform changes a lot of things starting in the 2018 tax year. (And a lot of the new law sunsets in 2026, returning to 2017 levels.) Under the new tax law passed last December—the “Tax...
