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Why Diversifying Your Portfolio is Important

Submitted by Sedita Kilton on July 10th, 2019

If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also ensure that it’s diversified.

Why is a diversified portfolio so important?

There are three key reasons why diversifying is important:

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Retirement Planning Weak Spots

Submitted by Sedita Kilton on May 31st, 2018

They are all too common.

Provided by: Nate Kilton, CPA/PFS, CFP®, MBA, REALTOR®

Many households think they are planning carefully for retirement. In many cases, they are not. Weak spots in their retirement planning and saving may go unnoticed. 

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Set Goals as You Save & Invest

Submitted by Sedita Kilton on May 31st, 2018

Turn your intent into a commitment.

Provided by: Nate Kilton, CPA/PFS, CFP®, MBA, REALTOR®

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Beware of Lifestyle Creep

Submitted by Sedita Kilton on May 31st, 2018

Sometimes more money can mean more problems.

Provided by: Nate Kilton, CPA/PFS, CFP®, MBA, REALTOR®  

“Lifestyle creep” is an unusual phrase describing an all-too-common problem: the more money people earn, the more money they tend to spend.

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Adjusting Your Portfolio as You Age

Submitted by Sedita Kilton on May 31st, 2018

As you approach retirement, it may be time to pay more attention to investment risk.

Provided by: Nate Kilton, CPA/PFS, CFP®, MBA, REALTOR®

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Important Elements of Tax Cuts and Jobs Act for Individuals

Submitted by Sedita Kilton on March 27th, 2018

Provided by: Nate Kilton, CPA/PFS, CFP®, MBA, REALTOR®  

The recently enacted Tax Cuts and Jobs Act (TCJA) is a sweeping tax package. Here's a look at some of the more important elements of the new law that have an impact on individuals. Unless otherwise noted, the changes are effective for tax years beginning in 2018 through 2025.

Tags:
  • taxes
  • TCJA
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Beware of Tax Season Scams

Submitted by Sedita Kilton on March 21st, 2018

Provided by: Nate Kilton, CPA/PFS, CFP®, MBA, REALTOR®  

By Shawn Baxter

Manager, Centralized Compliance Controls

Tags:
  • taxes
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Important Elements of Tax Cuts and Jobs Act for Businesses

Submitted by Sedita Kilton on March 21st, 2018

Provided by: Nate Kilton, CPA/PFS, CFP®, MBA, REALTOR®  

The recently enacted Tax Cuts and Jobs Act (“TCJA”) is a sweeping tax package. Here's an overview of some of the more important business tax changes in the new law. Unless otherwise noted, the changes are effective for tax years beginning in 2018.

Tags:
  • taxes
  • TCJA
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Changes that the Tax Cuts and Jobs Act (TCJA) made in the rules for deducting home mortgage interest.

Submitted by Sedita Kilton on March 21st, 2018

Provided by: Nate Kilton, CPA/PFS, CFP®, MBA, REALTOR®  

Deductibility of interest on “acquisition debt.” Taxpayers may deduct interest on mortgage debt that is “acquisition debt.” Acquisition debt means debt that is: (1) secured by the taxpayer's principal home and/or a second home, and (2) incurred in acquiring, constr

Tags:
  • real estate
  • tax prep
  • taxes
  • TCJA
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TCJA puts $10,000 Aggregate Limit on State and Local Tax Deduction

Submitted by Sedita Kilton on January 2nd, 2018

The new limit placed on individuals' itemized deductions of various kinds of nonbusiness taxes.

Provided by: Nate Kilton, CPA/PFS, CFP®, MBA, REALTOR®

Dear Client,

Tags:
  • tax prep
  • taxes
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Securities offered through 1st Global Capital Corp., Member FINRA/SIPC

Investment advisory services offered through 1st Global Advisors, Inc.

We currently have individuals licensed to offer securities in the states of FL, GA, ID, IL, IN, ME, NC, NH, SC, and TN.

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