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Separating the News from the Noise

- NOVEMBER 2019 HEADLINES WE FOUND NOTEWORTHY -

Medicare Part B Premiums Rise 7% In 2020

While we can’t control the increase to premiums, we may be able to manage your taxable income in order to save on income-related adjustments to your monthly premium. See where which income range you fall under that will dictate your Part B premium.
where Medicare premiums are heading in 2020

China, U.S. agree tariff rollback if phase one trade deal is completed

The tariff debacle that has been between the United States and China is finally starting to see some resolve. Much of Wall Street anticipated these tariffs to be short term or partially rolled back, which we’re starting to see now.

17 Surprising Facts You Probably Don’t Know About The Retirement Income 4% Rule

The 4% rule is designed to answer the question, "How much money can I safely withdraw from my portfolio in retirement with little or no risk of running out of money?" While a seemingly straight-forward question, it's important to understand the original study.

Don't Let Thieves Ruin Your Holiday Season

Online shopping is convenient, but make sure you know how to protect your identity and keep your money safe.

Medicare Part B Premiums Rise 7% In 2020

While we can’t control the increase to premiums, we may be able to manage your taxable income in order to save on income-related adjustments to your monthly premium. See where which income range you fall under that will dictate your Part B premium.

China, U.S. agree tariff rollback if phase one trade deal is completed

The tariff debacle that has been between the United States and China is finally starting to see some resolve. Much of Wall Street anticipated these tariffs to be short term or partially rolled back, which we’re starting to see now.

17 Surprising Facts You Probably Don’t Know About The Retirement Income 4% Rule

The 4% rule is designed to answer the question, "How much money can I safely withdraw from my portfolio in retirement with little or no risk of running out of money?" While a seemingly straight-forward question, it's important to understand the original study.

Don't Let Thieves Ruin Your Holiday Season

Online shopping is convenient, but make sure you know how to protect your identity and keep your money safe.

Opinions expressed in the attached articles are those of the author and are not necessarily those of Raymond James. Raymond James and M.J. Smith & Associates are not affiliated with Calafia Beach Pundit or U.S. News and World Report..  All opinions are as of this date and are subject to change without notice. Neither Raymond James nor its advisors provide tax advice. You should consult with a tax advisor in regards to your individual situation.

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