Relevant, timely information free from technical jargon and bias.
What Does Financial Goal Planning Look Like?
Category: Goal Setting
However you see your tomorrow, the best time to plan for it is today.
What Is A Fiduciary Financial Advisor and Why Is It Important?
The term “fiduciary” has been in the news a lot lately. It is important to understand what it means, when it applies, and how it can be easily misunderstood by people when they are looking for a trustworthy financial advisor. This short video explains in plain English what it means for you.
Considering Charitable Giving? Five Things to Consider Due to Tax Law Changes
Category: Tax Planning
With recent tax law changes, should you make changes to your charitable donation strategies? Helping others in need will always be beneficial for society, but also getting the most out of the charitable donation tax break makes it even sweeter. Consider these five charitable giving strategies when making your donations to boost the tax benefit.
Retirement Plans for Women Business Owners
Category: Retirement Planning
“You’re an entrepreneur and you’re not looking back. You’ve opened your own business, whether alone or with other partners, and you’ve found some success. You’ve hired employees, or not, depending on your business and now you’re thinking about retirement, not just for you, but also for any employees you may have.”
How Mind Mapping Can Help You Achieve Your Financial Goals
Category: Goal Setting
“Once a structured discussion on priorities takes place and clarity around realistic goals has been mapped out, typically a person will feel a great deal of relief through knowing what is manageable and giving guidance to smaller decisions along the way to achieving larger goals over time.”
Work with us to find out how much college will cost, what you’ll need to save, and where to invest so you can put your children on the right path to success.
Take the Stress out of Investing with Dollar Cost Averaging
“…it’s important to remember that there is a very simple investment strategy that doesn’t require you to stare at trading screens all day – Dollar-Cost-Averaging. It isn’t new and exciting, but many a successful investor has proven its worth.”
Asset Allocation: Your Best Friend For Life
Those who know where they are going fare better than those who do not.
Should It Stay or Should It Go? Record Keeping for Your Business
Category: Business Management
“Historically, The 1998 IRS Reform Act shifted the burden of proof from the taxpayer to the Internal Revenue Service (IRS) in certain situations. Does this mean that you can toss those records that have been taking up space in your office? Hardly. The rules will not apply if you cannot come up with the proper documentation.”
- Simple Wealth, Inevitable Wealth – Nick Murray
- The Investment Answer – Gordon Murray and Daniel Goldie
- Money Harmony: Resolving Life and Relationships – Olivia Mellan
Educating Children About Finances
- The Opposite of Spoiled – Ron Lieber
Retirement and Personal Growth
- Money and the Meaning of Life – Jacob Needleman
- Wealthy and Wise – Claude Rosenberg, Jr.
Get a No Obligation Risk Assessment!
Understanding your unique risk tolerance is an important step in preparing for your financial future.
Take 10 minutes to complete an easy-to-follow questionnaire and receive a report on both your ability to take on risk as well as your comfort level with risk.