How Charitable Giving can be a Powerful Estate Planning Vehicle
Approximately 70% of Americans make charitable contributions during the year. Most of the contributions are done in the month of December. Often the contributions are...
How Much Money is Enough for a Comfortable Retirement?
Watch Ron DeLegge and myself cover the following topics in this 7 minute video titled How Much Money is Enough for a Comfortable Retirement? 44% of...
What You Should Know About REITs
REITs (Real Estate Investment Trusts) were first allowed for in the United States in 1960 when President Eisenhower signed into law the REIT Act. This...
Am I Ready to Invest?
Plenty of times I have been approached by young couples in their 20s or 30s with this question – “I think we should start investing, what...
10 Tips for Millennials when Selecting Financial Advisors
If you are a millennial you may feel like you have a target on your back. Local financial advisors, stockbrokers, bank representatives, CPA firms, and...
Supersize Your Social Security Benefits; Put Over $100,000 in Additional Lifetime Payouts in Your Pocket!
Part 3 of our 4 part series on getting the most out of your social security benefits. In the first two installments on social security...
Everything You Ever Wanted to Know about Investment Expenses – Infographic
“Every dollar of investment expense is one less dollar you have available for re-investment and your future use.” Very few financial advisors volunteer complete, accurate...
A Decision Framework for Holding Long Term U.S. Government Bonds
Investors should only take risk if there’s a reasonable possibility of reward. In this article I examine the risk-reward trade-offs of 10 year U.S. government bonds....
Should Your Tax Expert Also Be Your Financial Planner? – upd Jan’15
Taxes can have a major impact on your financial planning and investment strategies. Consequently, your CPA® is a source of valuable information for minimizing your...
5 Reasons Why the Location of Your Financial Advisor Does Not Matter – upd Jan’15
Many of the best financial advisors are located in major cities. Millions of investors, who use the services of financial advisors, are located in smaller...
