Getting the Edge on Financial Success

Three investing mistakes most people make.

Posted by Capital Edge on November 12th

Investing in the stock market provides you with an opportunity to put your money to work, seeking to earn an impressive return. Historically, the Standard and Poor's 500 Index has returned close to 10 percent on an average annual basis.1 Of course, past performance is no guarantee of future results. But most investors fail to take full advantage of this opportunity. In fact, they often earn considerably less than the average market return.

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How Can the Windfall Elimination Provision Effect My Social Security Benefits?

Posted by Capital Edge on October 28th

Introduced by Congress in 1983, the Windfall Elimination Provision (WEP) is designed to prevent workers who also collect a “non-covered’ pension, such as California Public Employees’ Retirement System (CalPERS), from “double-dipping” Social Security benefits. Nearly 2 million Social Security beneficiaries, including public safety officers, are affected by the provision.

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Six Possible Tax Breaks for Home Owners

Posted by Capital Edge on September 18th

There are some benefits to owning a home, and they are especially prevalent during tax time! Whether you’re a new homeowner or have lived in your place for a while, tax breaks could help you save—despite the changes enacted in the Tax Cuts and Jobs Act. Here are six opportunities to explore.

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What’s the Difference Between a Will and a Living Trust?

Posted by Capital Edge on August 7th

While shopping for office supplies recently at the local Office Depot, I noticed that the latest version of Quicken WillMaker Plus 2019 with a digital Living Trust (the terms Living Trust and Revocable Trust are often used interchangeably but refer to same instrument) included for free was only $78.99! It made me question why I chose to go to law school in the first place when potential clients may view this as the obvious replacement for a portion of the work that I do on a daily basis and as a bonus, it can be done from the convenience of their own home at a fraction of what most of us attorneys charge for a comprehensive plan. But is purchasing “do it yourself” software to entrust your family’s financial wellbeing really such a wise decision?

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