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When Can You Use a 529 College Savings Account? Posted on November 10, 2017 Millions of Americans use 529 college savings accounts to sock away money for their kids’ and grandkids’ education. They are popular, in part, because of the tax benefits they can provide: withdrawals, including any earnings, are not taxed by the IRS…
Smart Ways to Transfer the Family Business Posted on October 10, 2017 For most business owners, retirement is either a subject they welcome, or the last thing they want to think about. If you are looking forward to that day, taking the time to plot your company’s future can increase the odds of, and choices…
Keeping Pace in a Transforming World Posted on September 10, 2017 Investing would be so much easier if you could plan your financial future against a backdrop of stable markets and foreseeable global events. Yet the reality is far different. Investments that make perfect sense now might need rethinking later. With market growth a moving…
What Higher Interest Rates Could Mean for Your Investments Posted on August 10, 2017 Markets are sensitive and tend to react to sudden change or uncertainty with volatility. But that doesn’t mean you have to react every time there’s up or down movement in the Dow or S&P 500. It’s generally best to keep your…
Retired? Now What? A survey from Merrill Lynch explores Americans’ attitudes toward leisure in retirement — and how to make the most of that newfound freedom Posted on July 10, 2017 Having time for yourself can take some getting used to. “Most people do not automatically step into a life of leisure when they retire…
Working Without a Net in the “Gig Economy” Posted on June 10, 2017 Millions of Americans are trading full-time jobs for the freedom (and risks) of self-employment, relying on temporary “gigs” to earn a living. It’s easier to do that now, thanks to advances in digital technology, but many who choose this path are also…
The Empty Nesters’ Dilemma Posted on May 10, 2017 As tempting as it is for retirees to remain in their family home, practical considerations may pose challenges and raises inevitable questions that must be considered. Could taking care of more house than you need eventually become a burden for you? What about your kids—will they…
Striking the Right Balance When Giving to Family Posted on April 10, 2017 The impulse to provide for children or other family members is almost universal. Nine out of 10 who participated in a recent survey by Merrill Lynch, said they planned to give the lion’s share of their wealth to family members. How to…
Tips for Home in Retirement Posted on March 10, 2017 Today retirees are more empowered to pursue a home that fits their desired lifestyle and changing priorities. Achieving your best home in retirement requires careful forethought and preparation. You’ll need to consider a range of factors to get the most out of your home. When…
How Much Did You Pay In Taxes Last Year? Posted on February 28, 2017 Nobody pays too much in taxes on purpose. This year, get the tax advice you deserve. As one of San Diego’s premier locally-owned CPA firms, Wastvedt & Co. uniquely provides extensive business knowledge while delivering results. The team manages strategies for…
Volunteer Vacations Giving Back While Getting Away Posted on February 10, 2017 As the end of work draws near and the next chapter of life quickly approaches, many retirees are left wondering what they will do with their time. Some prefer to live a life of leisure, others take on new hobbies and then there…
The Big Squeeze How to Care for Your Family Without Sacrificing Yourself Posted on January 10, 2017 Generation Xers now are the embodiment of a “Sandwich Generation” as they are being squeezed by demands from above (their parents) and below (their kids), even as they try to secure their own financial future—all with resources that…
Money Sense How Legal Same-Sex Marriage Has Changed LGBT Finances Posted on December 10, 2016 With marriage rights secured, what’s next? These insights from Merrill Lynch Wealth Management explain what the law does—and does not—mean for same-sex couples. The June 2015 Supreme Court ruling on marriage equality places all couples on the same footing when…
