When it comes to tax law and retirement planning, there are two things I like to talk about at the beginning of a new year: (1) some of most important rulings issued and laws passed in the prior year; and (2) the steps you can take today to improve your savings for retirement in the future. Since the topic du jour has been New Yearâ€™s resolutions, I want to tackle the second topic in this installment.
Investment Strategy: 2018 was a roller coaster year for investment markets. Many of the gains earned over the course of the year were given back in a chaotic final few months. World markets were faced with trade disputes, rising interest rates, and the uncertainty over the upcoming Brexit decision. Add to that the ongoing government shutdown affecting domestic markets and it all begs the question: How are you investing your retirement savings and does that strategy consider the upcoming challenges? Do you even have an investment strategy