Michael J Porro & Company

Financial Advisors, LLC

180 Old Tappan Road, Old Tappan, NJ 07675-7052

Phone: 201-768-0218

Fax: 201-768-6487

Website: porrofinancialadvisors.com

July/August 2018

Midyear Tax Checkup

The halfway point of 2018 is a good time to examine how the Tax Cuts and Jobs Act of 2017 affects you. That way you can be better prepared come tax season. Here are some changes you might want to note:

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AMT Changed

The AMT exemption has been significantly enlarged in 2018.

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School Savings Primer

It’s that time of year when many parents battle their kids over a laundry list of expensive back-to-school items, including high-end smartphones, tablets, designer clothes and the latest footwear. It doesn’t have to be this way. Here’s how you and your children can have an easier experience.

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Market Sectors

Among the stock market sectors that comprise industries are two that are specific to you: consumer discretionary and consumer staples. Both are a catch-all for a variety of consumer products and services.

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Departing Advice for the College-Bound

You spent 18 years looking after almost every aspect of your child’s life. Soon, your child will be off to college and
independent. Help your child prepare for a life of independence – and responsibility – by going over some life basics.

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Cruising on the Cheap

Taking a cruise is one way to see attractions in multiple countries. Here’s how you can save money doing it:

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Surviving Volatility

Investment volatility can be scary, but you can better weather stock market and interest rate volatility when you follow a comprehensive investment strategy that takes into account your goals, risk tolerance and time horizon. Here’s what you need to know about volatility.

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Investing in TIPS

Tips, an acronym for Treasury Inflation- Protected Securities, are fixed income investments designed to provide a hedge against the eroding effects of inflation. Issued by the U.S. Treasury and backed by the full faith of our federal government, TIPS are available directly at www.treasurydirect.gov. You can also find them in some mutual funds.

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Income Protection

The younger you are, the odds are that you will likely become disabled at some point in your life.

Long-term disability is a risk that can threaten what is the greatest asset of many people — their ability to earn a living. Disability insurance can help protect some of that income: it’s one tool to help you prepare for the worst and hope for the best.

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Open Enrollment

Your employer’s open enrollment period may be a few months away, but now is a good time to evaluate your current situation without the pressure of an enrollment deadline. While it’s human nature to automatically renew your existing benefits, you could miss out on opportunities if you don’t take a good look each year.

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Tax Changes Affect All Ages

When it comes to taxes and their effects, there are a multitude of strategies to fit individual circumstances. Yet, we can make some generalizations that address specific groups of people with varied tax and financial situations.

Knowing that you may want to work with an advisor to fine-tune any strategy, here’s a look at how the new tax law may affect different types of people.

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Legally Speaking

When was the last time you examined each of your legal documents? It may be about as much fun as doing your taxes, but it is necessary if you want to keep your affairs in order.

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Michael J Porro & Company and LTM Client Marketing, Inc. are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

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