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January 2017

1st Quarter 2017 Newsletter

It is winter! The snow is pretty if you don't have too drive in it, if it isn't melting or it doesn't need to be shoveled.

  • Alex II discusses the market and surprises from 2016 and surprises to come.
  • Alex III discusses 2016 Tax Reporting Update.
  • Sandi discusses life with Donald Trump.
  • Rey discusses how technology could affect retirement.

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Market Update and Surprises

I’m not talking about the Trump election victory, I am talking about the Chicago Cubs winning the World Series on November 2nd. The Cubs won game seven in the tenth inning and broke the most epic drought in sports history. The Cubs had not won a World Series in 108 years.

Life with Donald Trump

 

We have a new president, one who will surely shake things up. He is more businessman than politician. He tweets more than he holds news conferences. How does this affect you?

Technology and Retirement

This is an exciting time for retirees when it comes to technology. It seems like every few months there is some new widget or thingamabob that younger generations are going crazy about. And although new technology might seem intimidating at first, these technologies could directly improve your retirement. The following are a few examples:

Uber/Lyft:

Contemplating a Gift to Charity? Be smart about it!

We’re nearing the season to give to our favorite charities. Be smart about it! You can do better than just writing a check. Here’s a sampling of strategies to use.

Do you drop twenty dollar bills in the red Salvation Army bucket? Or nod “yes” when the grocer asks if you want to donate to the store's charity? You can give 25% more! Write a check, and take the tax deduction. If you drop a $20 in the red bucket 10 times over this holiday season, that's $200. If you and your spouse earn over $74,000, you pay taxes at the 25%+ tax rate. Writing a check for $200 and taking the deduction on your tax return saves you $50 which you can add onto your next check to charity.

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Petrovic Weaver Financial Services is an independent SEC Registered Investment Advisory firm​

The copyright and trademark of The Foundation Freedom Formula are not affiliated with Raymond James Financial Services, Inc. TM & © 2007. The Financial Coach, Inc. All rights reserved.

Five Star Wealth Manager Award

Alex Petrovic, CFP® is a three-time award winner (2012, 2014 & 2015). The award's criteria are 1) credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) favorable regulatory and complaint history review; 4) fulfilled their firm review based on internal firm standards; 5) accepting new clients; 6) one-year client retention rate; 7) five-year client retention rate; 8) non-institutionalized discretionary and/or nondiscretionary client assets administered; 9) number of client households served; 10) educational and professional designations. This award is bestowed by Five Star Professional, an independent third party organization.  

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