2014 Year End Tax Tips
Do a tax projection before year end. For most taxpayers it’s a matter of adding up income and subtracting personal exemptions and either standard or itemized deductions. Adjust tax withholdings…
Take Charge of your Finances
Estate Planning: Til’ Death Do Us Part
Planning for the end of your life just as you are about to begin your new life together probably doesn’t seem quite as enticing as packing the bags for your…
Is Your Pet Busting Your Budget?
About 4 years ago I brought home my first puppy – a 6 week old black lab named Charlie (Charles). I had always grown up with dogs and figured I…
Chad Smith’s Latest Article in Money Magazine
You’ve likely been there at some point in the last 5 1/2 years. After seeing stock market gains for an extended period, you catch the news and the market has…
6 Things to Consider Before Retirement
Thirty-one percent of non-retired respondents reported having no retirement savings or pension, including 19% of those ages 55 to 64 according to a recent survey by the Federal Reserve. Those…
Financial Goals: I Do’s and I Don’ts
My fiancé and I recently had a discussion that revolved around the question “Where do you see yourself in x years?” While many of the things we brought up aligned,…
Account Consolidation
A recent article on Yahoo! Finance lists four retirement regrets and costly mistakes that you should avoid. One of these mistakes is having too many accounts. ‘The most I’ve seen…
When Is a Plus 3.9% Return Really a Minus 7.7% Return?
It doesn’t seem there should be any difference when calculating investment performance, but there are actually two methods for calculating annualized investment returns. Time Weighted and Dollar Weighted. When evaluating…
Can You Help Me Rollover My Old 401(k)?
“Can you help me roll over my old 401(k)?” It’s a question that comes up often, but the answer isn’t always simple. Many of our clients come to us with…
Why We Are Embracing Social Media
We realize how quickly the world is changing, and with the lightning fast technologically-driven world in which we live, we understand the desire to have information in a quicker, more…
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We break down some of the most important questions we are asked on a regular basis.