Tag: Taxes

How Do Financial Advisors Help Manage Your Money?

Everyone has goals they want to accomplish. You might buy a home, get married, save for your children’s education, pay off your debt, create a...

Can You Retire On 1 Million Dollars?

A $1 million nest fund was considered the gold standard of retirement planning success for a long time. It was thought to be sufficient to...

5-Step Financial Planning Checklist to Handle Uncertainty

If the coronavirus pandemic has taught us anything, it is that life is uncertain, and that we must account for times when it does not...

Should I Roll my 401(k) into an IRA?

A 401(k) account is a professional advisory managed account and is the starting point for retirement planning. A 401(k) account is activated when you gain...

Your Financial Advisor and the TCJA; Notable Tax Changes for Residential Homeowners

A good financial plan takes in many different considerations. Investments, of course, are a top priority, but a good financial advisor should also understand your...

Don’t Get Ripped Off When Getting Your Taxes Done

Every year we talk to some people (either current clients or people we know who aren’t clients yet) who tell us that they were charged...

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