Are You Confused About Investment Costs?
What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when [...]
Tax Planning – The Big Picture
Not unlike that fine painting, your best tax-planning efforts include meticulous attention to the details, as well as to how each action contributes to your big picture. We view effective tax planning as a way [...]
Tax Planning – Controlling What We Can
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. But how do we plan when we cannot know? The particulars [...]
FAFSA Application Advice for College-Bound Kids: Apply Sooner Than Later
The good news for parents and their college-bound kids: The U.S. Department of Education’s Free Application for Federal Student Aid (FAFSA®) makes it relatively easy to apply for federal and state, and many institutions’ financial [...]
Avoiding Financial Scams and Identity Theft
WHO ARE THEY? • Financial fraudsters are after your assets. • Identity thieves steal your personal information (often to then commit financial fraud). WHAT DO THEY WANT? YOUR MONEY AND YOUR LIFE • Social Security [...]
The Next Big Political Fight – Fiscal Cliff
The next big political fight is quickly approaching – the fiscal cliff or debt ceiling crisis. The last big debt ceiling bout happened in mid-2017. By the end of 2017, the U.S. debt exceeded $20 [...]