New research has found that men are more likely to take larger risks in their financial decision making than women.
Posts by Will Holt
Energy Efficiency and Renewable Energy Tax Credits
For me, one of the neatest things about living in the Avent West community has been observing the transformation of homes through remodel, refurbishment and even reconstruction. In fact, the…
RMDs Can Lead to Tax Planning Opportunites
Distributions from your retirement accounts are not required by the IRS for 2009 but does that mean that they aren’t necessary? For those who have other sources of cash flow, this waiver does present opportunities for tax planning purposes.
The Tax-Man can Wait!
Tax day will soon be upon us. But don’t stress out if you haven’t yet figured out how you’re going to get your return filed by April 15th. You have an option that millions of taxpayers use every year: the Extension.
Financial Security Plan
When there is snow on the ground, you can’t see the bulbs that will bloom in the spring. But you’ve seen the flowers before and know that they will bloom again.
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.