Now that the Tax Cuts and Job Act - AKA Tax Reform is now signed into law, what does that mean to you?! Check out this video clip of James' interview on FOX4's morning show where he summarizes the big impacts of the new tax laws and what this could mean to you.
Tricks and Treats in the Scary World of Finance Here are 3 things to look out for in your personal finances: High Interest Credit cards (up to 22%) Forgotten / unspent gift cards Unchecked auto-payment on utilities / services and subscriptions. Take control of these scary situations! Prioritize to payoff those high interest credit cards as soon as possible. Don't put those giftcards away and forget about them. Go find...
Tax Planning Tip: Required Minimum Distributions (RMD) are mandatory IRA Distributions starting at age 70 1/2. The IRS enforces this rule with a hefty 50% penalty for non-compliance! One option to consider to minimize your tax obligation is to have your RMD paid straight to a registered charity. Of course you'll want to verify that your intended recipient is, in fact, properly registered with the IRS via one of these...
Equifax has dominated headlines recently due to a security breach that may have compromised personal information for as many as 143 million Americans - roughly 44% of Americans are at risk from this intrusion! Identity theft is nothing short of a nightmare for its victims, so investors are understandably anxious to protect themselves. James' interview with FOX4 shares the steps you can take to understand if you might be affected...
The budget deal reached in Washington will keep the country out of default and avoid a partial government shutdown. It will also impact millions of Americans and their finances.
Even though the Federal Reserve decided to keep interest rates unchanged for now, there could still be a rate hike this year. Financial Professional James Gallagher talked with FOX4 about how it will impact the following areas: 1. Mortgages Click HERE for a calculator to help decide if you should refinance 2. Credit Cards 3. Auto Loans 4. CD Rates
Identity theft is everywhere - and you’ve become big business for fraudsters. James Gallagher talked with FOX4 about the new numbers identity thieves are looking for and what you can do to protect yourself. Join us for our next Cyber Security Workshop Learn how to protect your financial future! Registration is required Call us at 239-288-0977 or email us at colleen@waterstonefs.com to register
James Gallagher was recently asked for commentary on the impact of a potential sale of Chico's in SWF. Feb. 11th, 2015
© 2021 — Waterstone Financial 12597 New Brittany Blvd, Fort Myers, FL 33907 239-288-0977