TCM BLOG

As we wrap up the current year, one of the best presents you can bestow on yourself and your loved ones is the gift of proper preparation and planning. Want to get a jump-start on 2018? Here are 10 financial best practices to energize your wealth management efforts. Take on one each month in 2018, and you’ll still have a couple of months to spare before we’re ringing in 2019. Let us know if we can help you turn your financial planning jump-start into a mighty wealth management leap.

Have you caught cryptocurrency fever, or are you at least wondering what it’s all about? Odds are, you hadn’t even heard the term until recently. Now, it seems as if everybody and their cousin are getting in on it. Psychologists have assigned a term to the angst you might be feeling in the heat of the moment. It’s called “FoMO” or Fear of Missing Out. Education is the best first step toward facing FoMo and making informed financial choices that are right for you. So before you make any leaps, let’s take a closer look.

The holiday season is a perfect time to thank you for the opportunity to serve as one of your most trusted advisors. In the spirit of holiday giving, TCM Wealth Advisors has continued our tradition of providing a charitable contribution to Akron Children's Hospital. In lieu of sending holiday cards or gifts, this is our way of expressing our sincere appreciation for our relationship with you.

It’s hard to believe, but another year is almost behind us. With January just around the corner, now is a great time to review various items you may want to consider as you get set to enter 2018. Many of the IRS publications referenced below are for tax year 2016. Changes are not anticipated when the 2017 guides are published. Before we get started, let me stress that it is my job to assist and help you! I can’t overemphasize this enough, and I would be happy to review all the options that are best suited for your situation. However, when it comes to tax matters, I recommend you check with your tax advisor.