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  3. December 2019

December 2019

Don’t Be Duped by Clever Scammers

Submitted by Desmond Wealth Management, Inc. on December 28th, 2019

You may think we harp on you a lot about protecting yourself against identity theft and tax scams. You are right… but we do it because having your identity stolen becomes an absolute financial nightmare, sometimes taking years to straighten out. Identity thieves are clever and relentless, and they are always coming up with new schemes to trick you.

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Hindsight Is 20/20. Foresight Isn’t.

Submitted by Desmond Wealth Management, Inc. on December 21st, 2019

The year 2019 served up many examples of the unpredictability of markets.

Tags:
  • Portfolio goals
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5 Questions Answered About Long-Term Care

Submitted by Desmond Wealth Management, Inc. on December 13th, 2019

1. What is long-term care?

Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care:

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Six Financial Best Practices for 2020

Submitted by Desmond Wealth Management, Inc. on December 11th, 2019

What a year it’s been. Remember December 2018? As The New York Times reported at the time, “Stocks plunged in December [2018], posting their worst monthly loss since the financial crisis and the worst December since 1931 and the Great Depression.”

Tags:
  • Financial Planning
  • Portfolio goals
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2019 Year-End Tax Strategies

Submitted by Desmond Wealth Management, Inc. on December 6th, 2019

Here are some important strategies to consider in your year-end tax planning.

 

2019 Last-Minute Section 199A Strategies That Reduce Taxes

Remember to consider your Section 199A deduction in your year-end tax planning.

Tags:
  • tax return
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