Tag Archives: retirement

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

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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

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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

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It’s (still) All About the Fed

It’s (still) all about the Fed. Weak Chinese data, the refugee crisis in Europe, and the effect of Iranian oil on the already saturated energy market might be interesting topics, but no one cares. Well, they might care, but only … Continue reading

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Catch Up on Retirement Savings

Retirement is a time when individuals should be looking forward to enjoying a slower-paced life without the drone of a 9-to-5 day job. It should bring about feelings of excitement, relief, joy, and anticipation. But for many retirees, that is … Continue reading

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Host Of The Savvy Investor Show, Michael Canet JD LLM, Discusses the Importance of a Clear Mind and a Clear Plan

Michael Canet JD LLM, is a financial planner, estate planning attorney and host of The Savvy Investor TV and Radio Show, where he and Savvy Investor guests help listeners create, grow, and preserve their wealth. In this article, Canet emphasizes … Continue reading

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Embracing Longevity

One of the defining characteristics of the Baby Boomer generation is longevity. Those born between 1946 and 1964 are steadily reaching retirement age feeling confident they have many more years of life ahead of them. However, many of these folks … Continue reading

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Host Of The Savvy Investor Show, Michael Canet JD LLM, Shares Recommended Reading to Individuals Nearing Retirement

Michael Canet JD LLM, is a financial planner, estate planning attorney and host of The Savvy Investor TV and Radio Show, where he and Savvy Investor guests help listeners create, grow, and preserve their wealth. In this article, Canet shares … Continue reading

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Read All About It

It seems like there’s a magazine for everything these days. And the topic of retirement is no different. There are a number of magazines geared towards individuals nearing or enjoying their retirement years, including tips on relocating, downsizing, living on … Continue reading

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Host Of The Savvy Investor Show, Michael Canet JD LLM, Responds to Study Regarding Generation X and Baby Boomer Attitudes Towards Retirement

Michael Canet JD LLM, is a financial planner, estate planning attorney and host of The Savvy Investor TV and Radio Show, where he and Savvy Investor guests help listeners create, grow, and preserve their wealth. In this article, Canet analyzes … Continue reading

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