Who should pay for College?
One of the biggest financial questions that many of our clients face is the funding of their children’s college education. Adding stress to an already frightening prospect is the rapid…
Take Charge of your Finances
3 Tips to Avoid A Stolen Tax Refund
There you are awaiting your tax refund, only to find it has already been claimed by someone else. Scammers are ever on the cutting-edge of new ways to swindle you…
Tax Refund for your Mustache?
Tax Refund? In the midst of tax season, the American Mustache Institute is proposing a tax benefit for people with facial hair. The Institute is planning a Million Mustache March…
Waiting Until Things Look Better
Have you ever been in a situation where you spot a news item that you know will make the market drop? At that point, the temptation is to act on…
Free Money – Don’t Miss Out!
Missing out on Free Money? Are you making the most of the employer match in your 401k plan? Getting the full employer match in your retirement plan is one of…
Your Accounts Need Your Attention!
Have you made your 2011 Roth IRA contribution? If you have not yet made the maximum contribution, you still have time! Tax payers have until April 17th of 2012 to…
Checking Up On Your Charities
Today I was contacted by Woman 2 Woman Breast Cancer Foundation seeking a contribution. They had a compelling message, which is listed on their website. It says that they provide…
New Year… Old Budget?
The start of a new year is often when we tell ourselves “This year I am going to [insert resolution here].” Maybe last year you decided to really start tracking…
5 Financial Strategies for a Happy New Year
Are you ready for the New Year? Consider taking capital gains For taxpayers in the 10% and 15% brackets, the capital gains rate is currently 0%. This is scheduled to…
Give the Gift of Financial Planning
Finding that perfect gift for loved ones can often be stressful and exhausting. Wouldn’t it be great to give a gift they would never expect and that would payoff for…
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.