Brian Eddy CFA, CFP® Social Security
This document has it all; everything you could possibly want to know about this hot topic. Enjoy! [pdf-embedder url=”https://eddycompany.com/wp-content/uploads/2015/09/Social-Security-All-one-could-ever-want-to-know-Eddy-Company-LLC.pdf”]
Brian Eddy CFA, CFP® Investments
Those of you who have been reading the investment news lately can’t help but have come across this new breed of advisors that lack souls. No, seriously, they are are quite robotic. The aforementioned are more formerly called “Robo-Advisors”. These algorithmic money managers take in your assets, ask some questions about your goals and time […]
Although the days are waning for 2015, there is still time to get your act together for a more cheerful result of your tax situation this year. Although this week and next will be consumed with festivities, there are still several business days to make the following moves: If you are over 70 1/2 years […]
Brian Eddy CFA, CFP® Investments
I was fortunate to have the opportunity to attend the year-end North Shore Chamber of Commerce Economic Breakfast featuring Rob Lutts, Owner and Chief Executive Officer of Cabot Wealth Management, Inc. and Dave Caruso, Founding Chairman of Coastal Capital Group. Both speakers were decidedly upbeat about the U.S. stock market results for the upcoming year, […]
I was recently approached by a college student who wanted to know what to do about her student loans. She was getting charged a hefty interest rate on her Federal Student Loans. Speaking of, Stafford student loan rates are going to to 4.66% for loans disbursed from July 1, 2014 to June 30, 2015 from […]
Brian Eddy CFA, CFP® Investments
CNBC today noted that the last time people had this little concern about a market correction, as noted by the weekly Investors Intelligence report, was at the time of the market crash of 1987. They note that bearishness is at 13.3% of investors. Contrarians are licking their lips, with their fingers on the SELL button. […]
Brian Eddy CFA, CFP® Retirement
Although the thought of Christmas coming isn’t overly jubilant to those hanging onto the waning days down to the Cape or Maine, it may be prudent to start putting some plans in place to prepare for year-end distribution requirements out of your IRA. To recap,if you are turning 70-1/2 this year, a calculation is requited […]
Brian Eddy CFA, CFP® College Planning
According to The Project on Student Debt, 7 out of 10 who graduated college last year had an average loan debt of a whopping $29,000. You could walk into your local Toyota dealership and most likely walk away with at least a shiny new Camry for that sum. Some of the highest loan amounts were […]
Brian Eddy CFA, CFP® Investments
I was recently listening to an NPR segment covering the theory that baby boomers would be responsible for an inevitable market crash. The reasoning was that, as the baby boomer generation reaching the point of needing income, they will begin liquidating stocks in massive quantities. This theory definitely has holes for the following reasons: 1) […]
Brian Eddy CFA, CFP® Retirement
For those of you filling single at just over $85K in annual income per year and over $170,000 per year if filing jointly, your monthly premium for Medicare Part B bumps up over $4o. Unlike Medicare Part A, which covers hospital costs, and is free to most enrolled, Part B comes at a price. Part […]
