Perspectives Monthly Lifestyle eNewsletter for March, 2019

The Basics of Capital Gains

Following are the BASICS of capital gains as they pertain to the investments we typically encounter.  You should consult with your tax professional for your personal situation.


Retirement In Sight for February, 2019


Every month we share our personal commentary on economic forces challenging your money.  It's not "gospel" but it's what we think.  Have thoughts?  Please share in the comments below. 

Cut the Coffee, Get Money

A lot of people need their daily cup of joe. I, admittedly, am one of those people. It was today that I was sitting in the Dunkin’ Donuts Drive-Thru (like I usually do), when I wondered to myself: 

“How much money do you think I’ve spent on Dunkin’ in my lifetime?” 


The Cure for the Holiday Hangover

Ah yes, the Holiday Hangover. Not your typical hangover. It doesn’t come from too much eggnog on Christmas, or that one too many glasses of champagne at the New Year’s Eve party. This one isn’t felt in your head, and definitely can’t be cured with an ibuprofen. This one hurts your wallet.    

Financial Management Tips

There are a variety of financial management tools and applications available today that can be used to help you manage your money. From software applications to phone apps, there’s no shortage of help available.

Top 5 Things 20-Somethings Need to Do

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel overwhelmed when entering the workforce full time, there are a lot of things you can do fresh out of college that will help you attain your professional and financial goals earlier than you may expect.

Are you playing the long game?

By Jeff Bernier

I was at a conference years ago when a speaker walked onto the stage, looked directly at the audience, and asked this question: “At what age are you going to die?”

It may sound morbid, but he was making a great point. Everyone in the audience had a different answer, and every answer was based on ideas they had formed based on how long their parents and grandparents lived, their own health and lifestyle, and much more. If you’re like most people, you have ‘your number’ in your head. But what most people don’t consider is that modern medicine, better living conditions, more healthy work environments, and other factors all add up to create much greater longevity. According to recent research , the life expectancy of a 50-year old has increased by an incredible 33 years over the past century. What the facts tell us is that almost everyone’s number—including yours—is probably flat out wrong.

I am 62.... Why should I wait to take Social Security?

Why would someone wait until age 70 to claim Social Security? Find out at the Motley Fool: https://tinyurl.com/ybl8yqcc

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Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Crescent Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.

Gary Deese is licensed to do business in the following states:  SC, NC, GA, CO (securites) and SC, NC, GA, FL (insurance).

Ryan Tripp is licensed to do business in the following states:  SC, NC, GA (securities and insurance).


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