As a small business owner, just thinking of setting up a workplace retirement plan is probably giving you nightmares. However, SIMPLE IRAs allow for quick and easy setup and upkeep. Here is what you need to know:Read More
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Jason Zweig is out with his weekly "Intelligent Investor" column in the Wall Street Journal this weekend, where he lists 19 questions that you should ask any prospective (or current) financial adviser.
We thought we would put our answers to his questions here for current clients and prospects to see:Read More
This is Part 3 of our college planning series, where we discuss what you can do to save money in the late stages of college and after graduation.Read More
This section of our college planning guide covers strategies available to help you save money in the “late stages” of planning, roughly from the time the child is a sophomore in high school through college graduation.Read More
Regardless of your household income, planning for higher education can be burdensome. Here we look at how to plan for college expense in the early years.Read More
Creating a financial plan has never been easier. Our planning software includes account aggregation, budgeting, asset allocation, tax planning and more. Start your financial plan online today, for free.Read More
How can you reduce taxes in your investment accounts? Here I expand on a topic touched on in my latest Kiplinger column - How to invest with taxes in mind.Read More
Getting engaged and married is one of the most exciting times of your life. It can also be a hectic time as you learn to balance not only your own, but your spouse's goals, dreams, expenses and debts. It is incredibly important to get a plan in place to help guide you on your journey and help ease frustration later on.
Here is a list of a few topics to discuss now, and what to consider when charting your financial future as a couple so that you can ensure you journey is as stress free as possible.Read More
Most of us have probably seen a simple chart showing the long term effects of compound interest: Simply save $X for Y number of years at a certain growth rate, and BAM! Your small amount of savings has grown into a large sum.
But there is a much more important lesson to take from this simple example.Read More
Below is a portion of our end of year letter to clients for 2016. Omitted is any personal information that would be included before this section such as client name, account balance, performance, mention of individual holdings, etc. We manage each client's account individually, and therefore each client's performance is unique.Read More