Fox Purlee Wealth Management, Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ow
401(k) Rollovers, College Savings Plans, Roth and Traditional IRA's, 457(b), 403(b) and 401(k) plans My goal as an Investment Professional is to help every client pursue his or her financial goals. Whether you can save $25 a month or if you are investing a large amount, I believe everyone should receive personal service. I not only use this philosophy for my individual clients, but also for my groups accounts (i.e. 457(b) and 403(b) plans).Securities offered through Cetera Advisor Networks LLC, Member Finra/ SIPC
These boys represented the Fox Purlee, Wealth Management team very well this year. They played hard every game and showed a lot of improvement throughout the season. I also want to thank Travis and Dia Beecraft for coaching the team. Great Job!
An article @ USA TODAY lists 10 potential ways to lower your 2019 taxes: https://h.ptsm.us/1f45iR
usatoday.com If you want to cut your tax bill, taking any or all of these steps can save you hundreds or even thousands of dollars.
Why should you wait until age 66 or 67 to claim Social Security? The Motley Fool lists 3 good reasons @ https://h.ptsm.us/1h7yXS
fool.com When it comes to claiming benefits, you have choices. But here's why it pays to file at your full retirement age, whether it's 66, 67, or somewhere in between.
This is great information, especially for Indiana residents! If you would like to get a 529 Plan started or would like more information, contact me at [email protected] or 812-883-8668.
savingforcollege.com In addition to federal tax benefits, many states offer full or partial state tax deductions for contributions to a 529 plan. Over 30 states, including the District of Columbia have such incentives available.
Travel + Leisure presents 7 trips you could take on roughly the amount of the average I.R.S. refund this year: https://h.ptsm.us/3KQH6i
travelandleisure.com If your tax refund is burning a hole in your pocket it might just be time to book a vacation.
This outlook summary discusses the slowing economic data and what that means for the rest of the year. https://h.ptsm.us/4iOMPX
The Motley Fool presents 3 conversation starters for talking with your spouse about retirement planning: https://h.ptsm.us/oEXpd
fool.com Being on the same page as your spouse is key to effective retirement planning for couples.
Interested in learning more about 529 College Savings Plans? Contact met today at [email protected] or 812-883-8668 to schedule an appointment.
savingforcollege.com Families who contribute to a 529 plan may be eligible for a state income tax deduction or credit, depending on where they live. A state income tax benefit may be claimed each year contributions are made, including before, during and after the beneficiary attends college.
If you can't go to Jasper to watch the Salem Girl's Semistate game in-person, you can watch it online. It will also be available on-demand after the live broadcast. Fox Purlee, Wealth Management is proud to be a sponsor of the broadcast. Go Lions!
This commentary picks up where Cetera Investment Management left off a week ago on why they have a more optimistic outlook for the markets. https://h.ptsm.us/170JZd
The Motley Fool lists 5 good money habits for the new year. Have you adopted them? https://h.ptsm.us/1tGWJ
fool.com It's a great time to focus on getting your financial house in order and establishing habits that will pay off in the long run.
This commentary discusses slowing manufacturing growth, revenue declines in the Tech sector and Federal Reserve policy. https://h.ptsm.us/pnR3g
This commentary discusses the continued market selloff and the reasons behind current investor pessimism. https://h.ptsm.us/13vVw0
The I.R.S. has announced higher retirement plan contribution limits for 2019. Forbes notes the changes @ https://h.ptsm.us/41SlkP
forbes.com Stash up to $6,000 in your IRA and $19,000 in your 401(k) in 2019—and $7,000 more if you’re 50-plus.
Great News! The IRA contribution limit is rising from $5500 per year to $6000 per year starting in 2019. For those 50 and over, the catch-up limit is still $1000 for a total of $7000 per/year.
Interested in starting an IRA? Contact me today at [email protected] or 812-883-8668, to discuss your options.
[10/26/18] I am having technical problems with my office landline number. It is an issue with the phone company and they are working to get it fixed. Apparently this is affecting several people's and businesses' landlines. If you need to contact me please call my cell phone at 812-620-2900. Sorry for any inconvenience.
Cetera Investment Management has released a new market commentary discussing the causes behind the recent market selloff. https://h.ptsm.us/38yMLx
You can now text me at my office number 812-883-8668. It is easier than ever, to make an appointment or get a simple question answered. Please note that I cannot take trade requests via text.
A question that I often get asked about 529 plans is: "Are payments of student loans considered a qualified expense?" The answer is "NO." However, that may change. On July 24, 2018, Rep. Kevin Brady (R-TX-8), who is chairman of the House Ways and Means Committee, proposed allowing borrowers to use 529 plan funds to pay off student debt as part of Tax Reform 2.0.
Please note that I am not a tax advisor and you should consult your tax advisor about your specific situation.
In your 40s? Little or no retirement savings? What do you do to catch up? Some suggestions @ USA TODAY: https://h.ptsm.us/3zVGZ2
usatoday.com News flash: You're a real adult now, and neglecting your nest egg will no longer fly. Here are some things you can do to help your situation.
Nearing retirement? A CNBC commentary urges you to focus on your health, not just your finances: https://h.ptsm.us/3KAcL3
cnbc.com Financial preparation is critical, but there is another element of retirement that needs to be addressed with the same care.
How much could you save in taxes this year? CNNMoney maps projected 2018 individual income tax cuts by state: https://h.ptsm.us/3wAXx4
money.cnn.com Where you live affects how much you save under the new tax law
Retirees can be prime targets for penny stock scams. MarketWatch explores why @ https://h.ptsm.us/W9dKy
marketwatch.com Many retirees are thrill seekers — with grave consequences
Happy first day of Spring from Fox Purlee, Wealth Management!
Kiplinger compares 3 popular retirement plans for the self-employed @ https://h.ptsm.us/2OLUpU
kiplinger.com Here's how three common retirement savings plans for self-employed workers stack up based on contribution limits, costs and more.
This commentary covers the recent market weakness, especially Thursday’s sharp drop. https://h.ptsm.us/1eXmpo
This Sightline covers the recent market weakness caused by inflation concerns and the jump in bond yields. https://h.ptsm.us/214zLs
Are you ready to retire in 2018? The Cheat Sheet lists some financial steps you may want to take: https://h.ptsm.us/4cczCB
cheatsheet.com These are the steps you need to take in order to get ready for retirement in 2018.
Check out today's edition of the Salem Democrat. There is a nice article by Kate Wehlawn about "Getting Your Financial Act Together." I contributed some information for the article.
If you are ready to get your financial act together for the New Year, by either starting a retirement account or college savings plan, contact me at 812-883-8668 or [email protected].
A new study says women are amassing $1 million in retirement savings faster than men. Details @ Forbes: https://h.ptsm.us/3CgAPm
forbes.com Women are reaching this milestone in larger numbers. Here’s the simple reason why.
The office is decorated for the Christmas Season. I also once again, donated the lot next to my office for Santa to put is house. Remember the parade is this Saturday, Dec. 2.
A CNNMoney article frankly explains why women must save for retirement long before 50: https://h.ptsm.us/3qUOsS
money.cnn.com Women who hit 50 without any retirement savings may have to stash away half their paychecks if they want their golden years to be comfortable.
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