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Managing Your Money Blog

By The Numbers - February 2019

Submitted by S. F. Ehrlich Associates, Inc. on February 19th, 2019

Source: Direxion Funds

February 15, 2019

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Capital Gains Distributions - Wolves in Sheep's Clothing

Submitted by S. F. Ehrlich Associates, Inc. on January 14th, 2019

January 14, 2019

By: John Zeltmann

At year-end, mutual fund companies often distribute gains to shareholders in the form of capital gains distributions. Even if the fund is down for the year, shareholders may have a tax liability in their taxable accounts. These distributions are sent to investors via check, automatically deposited as cash to their brokerage account, or reinvested into the issuing mutual fund.  For those investors receiving the cash distributions, many see them as welcome arrivals - year-end bonuses, if you will.  But as with many things in life, it's not that simple.

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Stan's World - The Value of Giving Back

Submitted by S. F. Ehrlich Associates, Inc. on January 4th, 2019

December 31, 2018

Whether we’re driven by the season, the holidays, or a new year, this is often the time of year for reflection. As long-time readers of Stan’s World can attest, I’m a big fan of volunteerism. Numerous studies have validated the physical, spiritual, social and emotional benefits of volunteerism, and I’ve been a beneficiary.

Tags:
  • Charity
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The Tax Laws Pertaining to Your Home Continue to Confuse

Submitted by S. F. Ehrlich Associates, Inc. on January 4th, 2019

December 31, 2018

While the last time there was a significant change to the rules when selling a home occurred in 1997, many people seem to mix the old and ‘new’ rules when trying to figure out whether the sale of their home is taxable or not. Here is a brief refresher, compliments of Tim Steffen writing in Investment News1.

Tags:
  • Financial planning
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Potential Cost Savings on Medicare and Prescription Meds?

Submitted by S. F. Ehrlich Associates, Inc. on January 4th, 2019

December 31, 2018

If your health insurance is through Medicare, you might be paying too much for prescription medications.

Consumer Reports1 conducted a study in six cities that involved three Part D prescription drug plans. In each of the six cities, they “looked at two pharmacies and checked prices for generic versions of five common drugs.”  In Denver, “Someone filling prescriptions for the five drugs we looked at, plus paying a $16 monthly premium, could pay as little as $524 for a full year. But another person – at the same store with the same prescriptions but a different plan – would pay $1,686.”

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By The Numbers - December 2018

Submitted by S. F. Ehrlich Associates, Inc. on January 4th, 2019

Source: Direxion Funds

December 31, 2018

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Stan's World - Winning and Losing

Submitted by S. F. Ehrlich Associates, Inc. on November 15th, 2018

November 15, 2018

I recently read an article in an industry journal1 titled: “You Can’t Win if You’re Afraid to Lose.” The tagline was: “To experience higher potential gains, clients need to be willing to tolerate occasional losses.”

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Preparing for the Unthinkable - Part 2

Submitted by S. F. Ehrlich Associates, Inc. on November 15th, 2018

November 15, 2018

By: John Zeltmann

Since my Dad's passing earlier this year, my Mom and I have spent countless hours wrapping up his finances.  I thought I'd share my impressions from the past several months, highlighting lessons we learned from bumps in the road they managed to avoid (as well as some they didn't).

Tags:
  • Estate Planning
  • Financial planning
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Should You Buy Long-Term Care Insurance?

Submitted by S. F. Ehrlich Associates, Inc. on November 15th, 2018

November 15, 2018

The short answer is “There isn’t one answer for everyone.” The long answer is: “It depends.”

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A Solo Senior's Guide to Happiness

Submitted by S. F. Ehrlich Associates, Inc. on November 15th, 2018

November 15, 2018

MONEY Magazine recently had an article1 on the “growing number of people (who) are facing retirement by themselves.” Please click through to find a few tips on how to “live life to the fullest when it’s a party of one.”

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S.F. Ehrlich Associates, Inc. is a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission. S.F. Ehrlich Associates, Inc. does not offer or intend to offer asset management, financial planning, or investment advice through this website. The dissemination of general information pertaining to our investment advisory and financial planning practice is the purpose to which this website is limited. The foregoing information and opinions are for general information only.

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