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Financial Services


Announcements

Tax Cuts & The Jobs Act 2017 & What It Means For You! ~ By Gail Lee, EA

Posted by: thepinetree on 12/28/2017 11:06 AM
Arnold, CA...After much debate and wrangling, Congress has given us long awaited changes in how Americans are taxed. Most changes are effective on January 1, 2018. Here are some highlights of many changes as we all prepare for planning opportunities.

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Celebrating over 150 Years as Part of Your Community

Posted by: thepinetree on 12/02/2017 02:47 PM
Angels Camp, CA...Since 1867, we've believed in giving back to the communities that we serve in the form of donations, community involvement and volunteer time. Our employees are your friends and neighbors. We believe in working hard to make our communities a better place to live.

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Gross Domestic Product: Third Quarter 2017 Revised Up To 3.3%

Posted by: thepinetree on 11/29/2017 09:06 AM
Washington, DC...Real gross domestic product (GDP) increased at an annual rate of 3.3 percent in the third quarter of 2017 (table 1), according to the "second" estimate released by the Bureau of Economic Analysis. In the second quarter, real GDP increased 3.1 percent. The GDP estimate released today is based on more complete source data than were available for the "advance" estimate issued last month. In the advance estimate, the increase in real GDP was 3.0 percent. With this second estimate for the third quarter, the general picture of economic growth remains the same; nonresidential fixed investment, state and local government spending, and private inventory investment were revised up from the prior estimate (see "Updates to GDP" on page 2).

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What Will You Pay for Medicare in 2018? ~ From Brian Tewksbury

Posted by: thepinetree on 11/28/2017 01:11 PM
Murphys, CA...The Centers for Medicare & Medicaid Services (CMS) has announced that the standard monthly Part B premium in 2018 will remain $134 (or higher, depending on your income). In 2017, most Medicare beneficiaries who received Social Security benefits paid a lower monthly premium ($109, on average). However, this is likely to change in 2018.

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Deadline Approaching for Undoing a 2016 Roth IRA Conversion ~ From Brian J. Tewksbury

Posted by: thepinetree on 10/10/2017 12:47 PM
Murphys, CA...If you converted a traditional IRA to a Roth IRA in 2016 and your Roth IRA has sustained losses, you may want to consider whether it makes sense to undo (recharacterize) your conversion. You have until October 16, 2017, to undo your 2016 conversion.* A recharacterization can help you avoid paying income tax on IRA assets that have lost value since the conversion. When you recharacterize, your conversion is treated for tax purposes as if it never happened.

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Investment Literacy Happy Hour for Butte Fire Victims on July 25th

Posted by: thepinetree on 07/24/2017 05:09 PM
Mountain Ranch, CA...Complimentary Beer, Wine, Soft Drinks and Appetizers served while we learn about financial planning and investments. For victims of the Butte Fire, PG&E settlements are a tremendous opportunity to rebuild their lives. But they also come with great responsibility if they're to truly change victims' lives permanently.

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Investment Literacy Happy Hour for Butte Fire Victims on July 25th

Posted by: thepinetree on 07/18/2017 01:26 PM
Mountain Ranch, CA...Complimentary Beer, Wine, Soft Drinks and Appetizers served while we learn about financial planning and investments. For victims of the Butte Fire, PG&E settlements are a tremendous opportunity to rebuild their lives. But they also come with great responsibility if they're to truly change victims' lives permanently.

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Investment Literacy Happy Hour for Butte Fire Victims on July 25th

Posted by: thepinetree on 07/12/2017 12:44 PM
Mountain Ranch, CA...Complimentary Beer, Wine, Soft Drinks and Appetizers served while we learn about financial planning and investments. For victims of the Butte Fire, PG&E settlements are a tremendous opportunity to rebuild their lives. But they also come with great responsibility if they're to truly change victims' lives permanently.

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Edward Jones Financial Advisor Tim Oskey Wins Spirit of Partnership Award

Posted by: thepinetree on 06/27/2017 05:24 PM
Angels Camp, CA...Tim Oskey of the financial services firm Edward Jones in Angels Camp, CA recently won the firm's exclusive Spirit of Partnership Award for outstanding performance during 2016. Jim Weddle, the firm's managing partner, calls Oskey a leader in the firm and an example of what a dedicated Edward Jones financial advisor can achieve. "Tim has demonstrated unyielding dedication and enthusiasm for his business of serving individual investors," Weddle said. "Tim has reached a benchmark in his career that deserves recognition, and the Spirit of Partnership Award provides that recognition. I am proud to call him an Edward Jones financial advisor."

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Free Financial Planning Basics Class With Brian Tewksbury Tonight

Posted by: thepinetree on 06/21/2017 11:33 AM
San Andreas, CA...Financial Planning Basics with Brian Tewksbury, Wednesday, June 21, 2017, 4pm-6pm. Mark Twain Medical Center, Classroom 2, 768 Mountain Ranch Rd., San Andreas. RSVP with the Chamber office @ 209-754-5400 OR chamber@calaveras.org

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