Category - Uncategorized

1
Bitcoin 101 FAQs
2
Self-Employed 401k Contribution Reminder
3
Before, During and After a Disaster
4
Prepping your money for year-end (Yep, it’s almost here).
5
Keeping Your Portfolio “Balanced”

Bitcoin 101 FAQs

MON, DEC 11th, 2017

Bitcoin 101 FAQs:

Bitcoin, and more broadly cryptocurrencies, are seeing increasing news coverage. This has left many wondering: “What is bitcoin and how does it work?” For those trying to better understand bitcoin and cryptocurrencies, here’s our understanding on a handful of frequently asked questions:

What is bitcoin?

Bitcoin is a digital “currency” that can be used to purchase goods and services (only at select locations, for now), or held as a store of speculative value. There are many differences between bitcoin and traditional currency, but the principal difference is that bitcoin is not issued by …

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Self-Employed 401k Contribution Reminder

The 2017 deadline for self-employed individuals to fund their Individual 401k accounts is 12/31/2017. As a reminder, the maximum amount that can be contributed to the 401k as an employee is $18,000 for 2017 ($24,000 if age 50 or older).

Individual 401k account owners will still have the opportunity to fund the employer portion of their 401k accounts up until their tax filing deadline (including extensions) with a maximum of $36,000 for 2017.

Please contact us you have any questions about how to fund your account before year end.

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Before, During and After a Disaster

I am not a disaster expert. However, as a financial planner I do know something about protecting your assets and what to look for in insurance coverage. So the focus of this ezine will be on how to prepare for and how to recover from a natural disaster. I’m also including some resource links and suggestions for those recovering from the recent fires.

Recovery
Immediate – While those affected by recent fires are now beyond the initial steps I will repeat them: getting to safety; communicating your safety to friends and family; securing lodging, transportation and cash. Some fire victims …

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Prepping your money for year-end (Yep, it’s almost here).

With only a few weeks left in 2017, it’ll soon be time to hang stockings, light Menorahs, and figure out your resolutions for New Year’s Eve. However, if you want […]

The post Prepping your money for year-end (Yep, it’s almost here). appeared first on Thinking Beyond Numbers.…

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Keeping Your Portfolio “Balanced”

A 60-second read by Victor Cannillo:  If your goal is to invest over the long-term, totally avoiding a sector solely on the basis that it has recently performed well would not be prudent.  Long-term investors should identify a globally-diversified strategy, spread across many sectors, that is risk appropriate and helps them achieve their goals.   At … Continue reading Keeping Your Portfolio “Balanced” Read More

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