Archive | December, 2010

Ability to make tax-deductible donations directly from IRA distributions remains intact…

by

The new tax law revives the tax break for people who transfer required minimum IRA distributions directly to charitable organizations. See this link to Kiplinger article explaining the details.  photo credit: DonkeyHotey  

Read full story · Comments { 0 }
Piggy Bank

Personal Budgeting For The Lazy (that would be most of us)…

by

Ah, the proverbial BUDGET.  It sure is tough these days to find a personal finance website not encouraging you to create a personal budget for your household.  And sure, why not?  It certainly makes sense to know where your money is coming from, and where it is going.  But let’s be honest, doing personal budgeting [...]

Read full story · Comments are closed

Social Security Trust Fund Shortfall…Why You Need Not Worry

by

OK, OK, OK, the Social Security Trust Fund is insolvent. Or…it’s going to be insolvent…or maybe not…but not until 2037. Enough already! On any given day you can scour the Internet for horror stories of how Social Security “isn’t going to be there” when I retire. And often times, current retirees have the mistaken belief [...]

Read full story · Comments are closed

About Lansdowne Wealth Management, LLC

by

Lansdowne Wealth Management, LLC (“LWM”) is an independent wealth management firm based in Mystic, Connecticut that offers financial retirement strategies backed by education, knowledge, and experience that are supported by proven industry research. Our clients depend on us to provide personalized, thoughtful service and advice. As a fee-only Registered Investment Advisor, we present you with objective, [...]

Read full story · Comments are closed