When Will I Have Everything I Need to File My Taxes for 2018?
While the IRS has issued no indication that the deadline to file your 2018 tax return will be adjusted, we continue to monitor the effects that the government shutdown may…
Take Charge of your Finances
2019 Contribution Limits
For 2019, just about all of the contribution limits have increased. A very good practice is to contribute enough of your salary to receive at least the employer match. Also,…
Top 5 Blog Posts from 2018
The end of the year is quickly approaching, so we thought it would be fun to close out the year with our top 5 blog posts from 2018! Here’s our…
Crystal Balls and CAPE
When it comes to maintaining a globally diversified equity portfolio, relative stock market valuations should be considered when determining which areas of the market are best positioned to outperform. As…
Investing, Not Gambling
As a huge Seinfeld fan, I relate most life experiences back to an episode of my favorite show. The recent market volatility has me thinking about Kramer’s battle with gambling…
Are Your Finances Holiday-Ready?
The holidays are right around the corner, which means now is the perfect time to make sure your finances are in order before the craziness arrives. In November your focus…
Top 5 Reasons to Complete the FAFSA
Do you have a child going to college next year? Have you filled out the FASFA yet? Many people feel they earn too much money to qualify for financial aid…
The Process
“You have a goal, you have a vision for what you want to accomplish and then you define exactly what you have to do to accomplish that. That’s what I…
Considerations for the Medicare Surtax on Investment Income
Prior to 2013, Medicare taxes had only been imposed on earned income. That is, income earned through employee wages or self-employment earnings. However, beginning in 2013, to help fund the…
Will I Be Better Off?
Will I really be better off paying you than I would be doing this on my own? This is a valid question we frequently hear from planning clients who have…
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.