The SGL Blog

How to Protect a Retirement Plan in a Down Market

Posted Mon May 07, 2018

Market corrections are a worry for all investors, but they can pose a particularly big problem for people who have just retired and are starting to dip into savings. Each time retirees sell stock, it digs a hole out of which their portfolio must climb to keep producing the same amount of income over time. The more they sell—and the earlier—the deeper the hole. This doesn’t mean it’s always bad for a retiree to sell stock. Selling when the market […]

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Is Trump Making a Big Mistake on Trade?

Posted Wed Apr 11, 2018

Commentary by Steve Lewit, MA Economics Every action has a reaction. The reaction to Trumps trade policy has caused a reaction in the markets here, and overseas as China begins to retaliate. Volatility in the market was on the rise before Trump’s tariff decision. Now, it’s off the charts; China has done nothing but sit on the sidelines throughout all of Trump’s commentary about their trade policies. Today they’ve moved from the sidelines onto the playing field. Where will this […]

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Should You Hire An Accountant To Help With Your Taxes?

Posted Thu Mar 29, 2018

Tax day this year falls on Tuesday, April 17 — two whole days later than usual! If you’re running down the wire to file, remember that you essentially have two options: hire a CPA or file on your own using an at-home tax preparation service like TurboTax or H&R Block. Some people may often decide to hire an accountant out of fear of filing incorrectly and getting audited, but the IRS rarely asks for an in-depth scouring of people’s taxes. TurboTax says says […]

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5 Questions and Answers About the New Tax Law

Posted Thu Mar 22, 2018

5 Questions and Answers About the New Tax Law Some changes are ongoing. Here’s what to consider in your tax planning process   The broad-ranging Tax Cuts and Jobs Act was passed so late last year that the Internal Revenue Service is still issuing interpretations of the law—and probably will be through the rest of this year. For individuals doing tax planning now—as many Americans do during tax season—the uncertainty can make for difficult decision-making. “Tax professionals are waiting for […]

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Credit Monitoring Services May Not Be Worth the Cost

Posted Thu Feb 15, 2018

When Jed Grant’s security clearance and biometric information was stolen from the U.S. Office of Personnel Management, the agency offered him and 22 million other affected people a free credit monitoring service. The service “was worth what I paid: nothing,” said Grant, CEO of IT security firm Peer Mountain. “So far in the five-plus years that I have had it, it has notified me twice that my Yahoo account was hacked, which we all know anyway,” Grant said. He also […]

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It’s Official: Steve Lewit is a Certified Estate Planner!

Posted Fri Jan 05, 2018

  NEWS RELEASE  – Steven Lewit, earns CEP® The National Institute of Certified Estate Planners (NICEP) is pleased to announce the graduation of Mr. Steven Lewit from the Certified Estate Planner™ course. Mr. Lewit has successfully completed the advanced course work and qualifying examination to earn the professional certification CEP®. The NICEP exists to educate, promote, and support financial, legal, and tax professionals who understand the needs of estate planning, enabling them to work together as a team to bring […]

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Social Benefits To Increase By 2% in 2018

Posted Fri Oct 20, 2017

We found this great article and thought it might be of interest to some of you out there! 2% is not just a little increase, imagine what 2% can do for you down the road… Monthly Social Security benefits for more than 66 million Americans will increase by 2% in 2018, the largest increase in retirement and survivor benefits for workers and their families since 2012. The higher payments will begin in January. The average retirement benefit will increase by […]

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Should You Use a Credit Monitoring Service?

Posted Tue Oct 17, 2017

It’s pretty scary to think that this can happen to any of us. Hear what Jim Barnash has to say about using a credit monitoring service… In the wake of the Equifax hack, which occurred from mid-May to July 29 and was revealed in early September, many consumers have been asking a question that often comes up whenever identity theft dominates the national conversation: Should I use a credit monitoring service? You would think anyone in their right mind would say […]

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Borg puts cybersecurity, unpaid arbitration claims on NASAA agenda

Posted Fri Oct 06, 2017

When Joe Borg first headed the North American Securities Administrators Association in 2001, online protection of client information was not a major issue. As he takes the NASAA helm for the third time, a potential cybersecurity regulation is prominent on his agenda. Mr. Borg, Alabama securities director, was elected NASAA president on Sept. 26 at the state regulators’ annual meeting in Seattle. In his inaugural speech, he said that NASAA would consider a model cybersecurity rule for investment advisers. In the […]

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