Not all financial planners objectively make recommendations in your best interest. If you’re unfamiliar with the term “fiduciary,” you’ll want to read this.
Read MoreInherent in every financial recommendation we make is tax efficiency. Tax planning has to be part of your financial plan — it’s why we offer both tax planning and preparation for our clients.
Read MoreThere has been a dramatic rise in usage of target-date funds in company sponsored 401(k) plans. We explore reasons to consider using (and not using) these funds.
Read MoreAs the financial advisory industry has grown and evolved over the past few decades, so too has advisor compensation options. Here are the 3 main compensation models a financial advisor can use.
Read MoreBuying a home is a major investment in time, energy, and money. There are many factors to consider in normal times, let alone during a pandemic. Here are some current trends to be aware of.
Read MoreWhich is worth more at the end of a month? 1) Receiving a penny on the first day, then on each remaining day, receiving double the amount of the previous day; Or, 2) Receiving one million dollars at the end of the month?
Read MoreFor taxable investors, the cost of annual taxes paid on portfolio income (i.e., interest and dividends) and capital gains can be one of the biggest detractors to a portfolio’s return.
Read MoreClients often ask if they will be able to itemize deductions on their tax return to claim more deductions than the “standard deduction”.
Read MoreHave you ever given something to an organization and wondered if it would count as a tax-deductible charitable donation?
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