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The Facts of LIFE (Living Independently For Elders): Financial Planning and Senior IndependenceSubmitted by Flynn Zito Capital Management on January 31st, 2023
Independent and Thriving: What to Consider In Your Later YearsSubmitted by Flynn Zito Capital Management on January 31st, 2023
While you never know your needs as you age, the first step is thinking about your financial situation and health today so you can plan for your later years. With a one in four chance of making it to our 90th birthday, being independent and thriving as we age is something to pursue. Here are some things you may want to consider as you plan for your later years:
Q4 Earnings Preview: Pessimism May Be OverdoneSubmitted by Flynn Zito Capital Management on January 18th, 2023
Fourth quarter earnings season is underway and probably won’t bring much good news. Lackluster global growth, ongoing profit margin pressures from inflation, and negative currency impacts are likely to translate into a year-over-year decline in S&P 500 Index earnings for the quarter. As always, guidance matters more as market participants look forward.
Lessons Learned in 2022Submitted by Flynn Zito Capital Management on January 11th, 2023
We believe accountability and modesty are among the keys to success in this business. In striving for those qualities, LPL Research has a tradition of starting off a new year with a lessons learned commentary. We got some things wrong last year, no doubt. But those who don’t learn from their mistakes are doomed to repeat them. Here are some of our lessons learned from 2022.
2023 Market OutlookSubmitted by Flynn Zito Capital Management on January 3rd, 2023
Understanding Capital Gains Tax as an InvestorSubmitted by Flynn Zito Capital Management on January 3rd, 2023
Don't Miss Out on These 5 Commonly Overlooked Tax DeductionsSubmitted by Flynn Zito Capital Management on January 3rd, 2023
When you own a business, you get to deduct business expenses from your business income. This general rule applies, subject to certain limitations, whether you are a sole proprietor with employees or a self-employed freelancer working in the gig economy. The Internal Revenue Service (IRS) allows you to claim tax deductions for expenses that are necessary and ordinary for your business.