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Tag Archives: Michael Canet
More Retirees Heading for Hubs
When retirement is on the horizon, many people put their current hometown in the rear-view mirror. As the retiree population continues its upward trajectory, we expect popular retirement destinations to grow right along with it. A recent study by McKinsey … Continue reading
Posted in Blog
Tagged elections, Michael Canet, prostatis financial advisors group, Prostatis Group, retirees, retirement hubs, savvy, savvy investor
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Financial Markets and Presidential Elections
There’s a saying that with enough prodding, you can make statistics say whatever you want. We believe this is especially true for the loads of data surrounding presidential elections. It’s possible to use the data to say two different things … Continue reading
IRS Rules Against Two Social Security Strategies
Two strategies that have long been recommended to help married couples potentially optimize their Social Security benefits have come to an end. This year, the IRS has clarified rules that no longer allow for two claiming strategies known as: File … Continue reading
Posted in Blog
Tagged IRS, Michael Canet, prostatis financial advisors group, Prostatis Group, savvy, savvy investor, social security
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Strides in Pay Equality a Step in Right Direction
Lilly Ledbetter was hired in 1979 as a supervisor at Goodyear Tire & Rubber Co. and worked there for the next 20+ years. When she retired in 1998, she sued the company for paying her significantly less than her male … Continue reading
Posted in Blog
Tagged equal pay, Michael Canet, prostatis financial advisors group, Prostatis Group, savvy, savvy investor
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Do Tax Preparers Know What They’re Doing?
For several years, researchers have been sending people into tax preparation offices to test the quality of the work. The results have been scary: • A tax preparer in North Carolina wasn’t sure what to do with one client’s dividend … Continue reading
Posted in Blog
Tagged Michael Canet, prostatis financial advisors group, Prostatis Group, savvy, savvy investor, tax preparer, taxes
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New Year a Good Time for New Approach
We frequently resolve to reinvent ourselves in the new year — exercise more, eat healthier, read more or save more. This concept of reinvention carries over to several aspects of the financial world as well, both personally and in businesses. … Continue reading
Posted in Blog
Tagged Michael Canet, new year, prostatis financial advisors group, Prostatis Group, savvy, savvy investor
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Top Tax Issues for 2016
As 2015 comes to an end, take some time to look over these changes, issues, and other concerns you may have this tax season. 1. Supreme Court ruling on ACA Millions of people will now continue to have access to … Continue reading
Posted in Blog
Tagged end of the year, financial planning, Michael Canet, prostatis financial, retirement, tax planning, taxes, The Savvy Investor
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Don’t Forget Your Required Minimum Distributions!
Here’s a gentle reminder to be sure your required minimum distributions (RMDs) are executed before the end of the calendar year. WHAT IS A RMD? RMDs apply to qualified plan accounts that receive a tax deduction for contributions and tax … Continue reading
Posted in Blog
Tagged distributions, financial planning, Michael Canet, minimum, prostatis financial, required, retirement, RMD, tax planning, taxes, The Savvy Investor
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Tax Loss Harvesting Tips
Tax Loss Harvesting Tips Even though taxes may not be due until April, now is the time to decide if you should do any tax loss harvesting. Although tax loss harvesting cannot restore losses, it can lessen them. In short, … Continue reading
Posted in Blog
Tagged financial planning, harvesting, loss, Michael Canet, prostatis financial, retirement, tax planning, taxes, The Savvy Investor
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Spotlight on Hidden Firm Fees, Merrill Lynch Edition
This is part of our ongoing series in which we review “kick backs” that companies receive and the hidden fees the consumers are left to pay. A few weeks ago we discussed the Edward Jones’ Revenue Sharing Dislcosure, which you … Continue reading
Posted in Articles
Tagged compensation, disclosure, merrill lynch, Michael Canet, Mike Canet, revenue sharing
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