Weekly Notables

from the Desk of Brian Bickett, CFP®

for the Week of April 17, 2019

‘Tis no longer the season for taxes…

While for those of us who have not filed extensions, tax season is officially behind us for another year.  I encourage you to block out some time while this experience and the numbers are fresh in your mind to do some tax planning for 2019. 

Review your 1040 and the new Schedules for opportunities to take better advantage of the current tax code.  Did you get a large refund or have to pay in significantly?  Does a Traditional or ROTH IRA make most sense for your situation?  Would “bunching” charitable contributions help to itemize deductions?  If you cannot itemize due to the larger standard deduction, have you considered Qualified Charitable Distributions?  I can go on, but you get the idea.

I cannot with a clear conscious advocate for breaking  the law but can however advocate for taking full advantage of the current laws as they are written.  

Enjoy the ride of YOUR life!

— Brian

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Brian can help you develop a roadmap to get you from where you are to where you want to go — and then put it in action, making your money work for you to avoid behavioral mistakes.

Warren Buffett: The 1 Thing You Need to Prioritize

In an essay for an upcoming book, the Oracle of Omaha elaborates on a message that he claims is very important to get across to younger people: Take care of your mind and body.  And he does it in is usual folksy style of analogy which is effective at getting the point across.  I would humbly add that this message is of value for everyone, regardless of age.  

Keanu Reeves walks us thru his bike shop

Most aren’t aware of the fact that the stereotypical surfer dude is truly into motorcycles and is co-founder of Arch Motorcycles.

Where’s Brian?

Happily not shoveling snow…

Additional Articles You May Find Interesting

Understanding Arch Coal Pension Plan Benefit Options

Understanding Arch Coal Pension Plan Benefit Options

Article written by Brian Bickett   I’ve been able to help a handful of people make educated decisions concerning their Arch Coal Pension Plan in the recent months. While it all comes down to your personal financial goals, here are a few points that have helped my...

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Summary of the 2019 Social Security Trustees’ Report

Summary of the 2019 Social Security Trustees’ Report

Summary of the 2019 Social Security Trustees' Report   Article written by Brian Bickett Earlier than in the past, the Social Security Board of Trustees released their annual report at the end of April this year.  The report for 2018 spans 270 pages that go...

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