A December survey by the National Endowment for Financial Education® (NEFE) finds more than two thirds (68 percent) of U.S. adults will make a financial New Year’s resolution for 2017. Saving money (53 percent) tops the list, followed by managing debt (44 percent).
Debt
Let’s Put the Federal Debt into Perspective
Submitted by Bernhardt Wealth Management on January 30th, 2012Last year in the midst of federal debt crisis I observed in a client newsletter that as painful as the fractious debate over raising the nation’s debt ceiling was that I hoped it would underscore for Americans that getting our nation’s fiscal house in order should be job one.
Brokerage Firms Must Report Investment Gains Plus S&P Downgrade
Submitted by Bernhardt Wealth Management on August 14th, 2011In an effort to ensure everyone pays their fair share of taxes on January 1st of this year the Federal government began requiring brokerage firms and other custodians to calculate and report gains or losses on certain customer trades to the IRS.
