Newsletter | News Brief
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Bill Hazlett, ChFC
850 N.W. Federal Hwy
Ste.152, Stuart, FL. 34994
772.233.4437
Dec 11, 2019
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Year-End Financial Steps to Get the Most from Your Money
As we approach the holiday season once again, just about all of us will soon be putting a little extra pressure on our wallets — purchasing gifts, enjoying festive nights out and traveling to visit family and friends …
Kiplinger
Did you make financial progress this year? Evaluate yourself with this checklist
The paradox of the current 10-year economic expansion is that so many people haven't seen much financial progress despite a generally …
AZ Central
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Despite the rise of online banks, millennials are still visiting branches
Online banks are betting that millennials don't want to visit physical branches, but a new report from Jefferies challenges that theory …
CNBC
Social Security Benefits
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When should I start Social Security? You are not alone in asking this question. The answer depends on many factors. It's unique for everyone, let's see when your best time is!
W.H. Financial Services, Inc.
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Many states in good shape to weather a recession
After a couple years of robust tax collections, states across the U.S. are better prepared than ever to weather a potential recession …
ABC News
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5 year-end tax tips to get your money safely through the holiday season
Stop, take a deep breath and wait for a warning from the Internal Revenue Service before you pull out that plastic to jump on yet another …
USA Today
Understanding Taxes on Life Insurance Premiums
Tax implications are important to consider when buying life insurance. The Internal Revenue Service (IRS) imposes different tax rules …
Investopedia
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How Much You Need to Save Annually to Build Your Own Wealth
In my financial planning practice, most of our clients are young (in their 30s and 40s), making good incomes (usually $200,000 or …
Kiplinger
The 3 Best Investment Accounts for College Grads
Graduating from college is a significant life milestone. It's a great time to graduate from the ramen-and-light-beer diet to something …
Investor Junkie
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State considers banning paper receipts
The ubiquitous rolls of paper that expel from cash registers could soon be banned from New York City. Last week, the city council …
Fox Business
Still on top: Cyber Monday sales on track to hit record
Cyber Monday is still holding up as the biggest online shopping day of the year, even though many of the same deals have been available …
ABC News
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The Difference Between Federal vs. State Withholding Tax
In simplest terms, the amount of withholding from your paychecks is an estimate of how much you'll owe in taxes at year's end based …
Investopedia
Cartoon
"If you have already sent us your payment, please accept our apology for the death threat and warm wishes for the holiday season."
Copyright © Randy Glasbergen
Trivia
Which president is on the front of a US $50 bill?
See the answer below.
Enjoy Your Latte and Retirement, Too
Throughout the year I meet with dozens of new clients who have a variety of financial concerns and …
Kiplinger
What Year Was It?
Pocahontas Marries John Rolfe
What Year
Pocahontas, daughter of the chief of the Powhatan Indian confederacy, marries English tobacco planter John Rolfe in Jamestown, Virginia.
The day was Dec 11. What year was it?
Quote of the Week
"The stock market is filled with individuals who know the price of everything, but the value of nothing."
Phillip Fisher
Trivia Answer
Which president is on the front of a US $50 bill?
Answer: Grant
 
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WH Financial Services, Inc.
850 N.W. Federal Hwy
Suite 152
Stuart, FL
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