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Tag Archives: financial planning

Time to look ahead at 2019 tax year

By CALLIE DANIELS BRYANT Pencils down. Papers filed. Tense shoulders can now relax – we’re a month past the 2018 tax deadline, unless your tax return was smaller than hoped, or worse, you owe IRS.  It’s never too early to plan ahead on how you can have a better tax season by 2019’s deadline, so we spoke to accountants and ...

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FINANCIAL PLANNING: Do you really know what time it is?

By BECKY GILLETTE It used to be that most people retired at the age of 65. But, today, there are options for retiring earlier, and higher benefits from Social Security for retiring later. The timing of retirement can make a big difference in how much financial freedom someone has during retirement. The number one question when deciding when to retire is, ...

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GENERATION Y: Planners learning to adjust

When it comes to doing business with Millennials, it’s best to be as comfortable using technology as they are. And they were born to it. Pew Research calls Millennials “digital natives.” In a social trends report published in March on Millennials in Adulthood, Pew researchers said Millennials are “at the leading edge of this social phenomenon. They have also taken ...

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TROTTER: Spenders and savers are linked by asset conservation

For this article, we will discuss those areas of estate and financial planning for the age group I will refer as “age 50 and older.” Obviously, we’re dealing with a wide age span for people in this group that pairs those of the World War II generation along with the Baby Boomer generation that followed behind. And, it is an ...

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Organization keeps planners, advisers up to date on regulatory changes

Keeping members up to date with changes that affect their profession is a large part of what the Mississippi Chapter of the Financial Planning Association does. Members and other professionals gathered recently to earn four hours of continuing education credits as they learned how changes in the regulatory landscape will affect them. More quarterly forums are being planned for the ...

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It’s time to take stock of your financial situation

The best advice is worth repeating until people take it to heart and follow it. For your waistline, it’s something like, “eat less, exercise more.” The best advice for your wallet might well be “spend less, save more.” Nancy Lottridge Anderson, a chartered financial analyst, offers advice to clients at New Perspectives Inc., her investing service and financial planning firm ...

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A nice tax surprise for April

Anytime I write about financial products that are also offered through my practice, I run the risk with this column of taking what some may view as unfair advantage of promoting products I also happen to write. While I think my many years of writing a financial column has dispelled this notion, I am sensitive to this criticism and do ...

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