Interested in maximizing your retirement income? Want to grow your assets? How about optimizing your tax planning? Need protection in case of a healthcare catastrophe? If you answered “Yes” to any of these questions, seeking out a financial advisor is a great way to achieve your goals. However, as with all fiscal decisions, deciding who …
Continue reading “Why You Want a Fiduciary as a Financial Advisor”
Tax season is off and running! For some, filing taxes is as simple as hunkering down in front of the computer with do-it yourself tax software. For most others, the process can quickly become complicated: Did you buy or sell a home? Did your mother-in-law move in? Did you begin taking RMDs? Do you have …
Continue reading “The Dos and Don’ts of Choosing a Tax Preparer”
The new year is here, but we aren’t leaving 2022 behind just yet! It’s time to brace ourselves for the 2022 tax season. According to a survey from the Pew Research Center, over half of Americans dislike filing their taxes. Could such distaste be due to the ever-changing rules and regulations? The copious amounts of …
Can you believe that 2023 is just weeks away? While it may be wise to take care of some year-end financial tasks if you haven’t already, now is also the time to start considering the future. This is where the tried-and-true new year’s resolution comes into play! It can be tempting to make lofty goals …
Continue reading “Resolving to Get Financially Smart in 2023? Here’s How”
Choosing an investment management firm is an important step in building wealth. Choose the wrong one and you risk losing your investment to poor management and high fees. Not every firm is right for each investor. Here are some strategies you can use to find the right investment management firm for your needs. Be …
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The world of investment advisors and stockbrokers can be confusing. Both investment advisors and stockbrokers can manage your portfolio, help you invest, and suggest strategies to help raise your returns. The major difference between the two is a matter of professional ethics; only investment advisors are held to the fiduciary standard. Here is what you …
Continue reading “The Fiduciary Standard and Investment Management”
Recessions are a fact of modern life. We can’t predict them, but we know they occur, on average, every 7-9 years. We know that the U.S. has had 47 recessions, beginning with the Panic of 1785. And we know that there are warning signs: rising interest rates, stock sell-offs, large amounts of consumer debt, inverted …
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