Don’t Forget IRA Contributions For 2017
Don't worry if you forgot to contribute to an IRA in 2017. Unlike a 401(k), which requires employee contributions to be made in the same [...]
19
01, 2018
5
01, 2018
Social 529 Plans – Get Help From Friends and Family
Saving for a child’s college tuition is no easy task, even when utilizing 529 plans. One company, however, is doing their best to make it [...]
23
10, 2017
Timing the Market – Luck or Brains?
I Hear a Lot about How Market Timing Can Make or Break Investments. Can Anyone Do It? Sir Isaac Newton. Indisputably one of the greatest [...]
2
10, 2017
Pros and Cons of Contractor Taxes
Are your salaried friends paying less than you in taxes despite making more money? Welcome to the world of the 1099 contractor. One of the [...]
29
09, 2017
Finance Friday: Annuities – The Opposite of Life Insurance
There can be a lot of confusion when considering investing in an annuity. To simplify things for my clients, I often like to explain annuities [...]
2
08, 2017
The Savings Rate – How You Take Care of “Future You”
I recently got a raise, but it still feels like I’m living paycheck to paycheck. What should I do? Many clients I encounter wish they [...]
12
01, 2017
Nickels, Dimes and the Subscription Economy
Do you look at your bank account and have no idea where your money went? If you answered yes, then don’t feel too bad, as [...]
16
12, 2016
Planning – Annual Gift Limits
Do you have a family member that is impossible to shop for? If so, you are not alone. I happen to be that person in [...]
15
03, 2016
What Are People Doing With Their Tax Returns?
Tax season is here! That’s exciting news for many people who are expecting returns, but not everyone is. For better or worse, here’s the rundown [...]
5
01, 2016
Forget Retirement – Seek Financial Independence in 2016
Retirement: the act of leaving one's job and ceasing to work. Financial Independence: having sufficient wealth to live on without having to work There’s a [...]