Retirees, You Need To Stop Supporting Your Adult Children. Here’s Why
Are you supporting your adult children while endangering your own financial security?
Do You Want A 9.5% Return? Here’s The Secret.
There is a secret to getting a 9.5% return, and it has to do with time. Long term holding periods allow anyone to achieve those returns through the math of compounding.
Don’t Give Your Kids An Inheritance, Give This Instead
Getting an inheritance can be a good thing – or a bad thing. What can be better than an inheritance? A personal matching program.
The Accountant’s And Attorney’s Guide To New SEC Rules About Financial Advisers
What Do Accountants And Attorneys Need To Know About New SEC Regulations That Affect Their Clients’ Financial Advisers?
7 Steps For Retirees To Ride Out Volatile Markets
There is a way to plan for stock market volatility. The secret is to lay a foundation for making decisions in uncertain times and situations. Here’s how.
New SEC Form CRS: Is Your Financial Adviser An ‘Adviser’?
When people talk about their financial advisers in the future, they may need to use a different title.
If You Paid A Tax Penalty Due To Under-Withholding in 2018, You May Qualify For A Refund
If you filed your 2018 tax return and paid a penalty for under-withholding taxes, you may be positioned for a tax refund relief.
Don't Wait Until April 15 To Do Your Taxes This Year
If you’re putting off doing your taxes until we’re closer to April 15, you might want to reconsider. We have a fresh new Form 1040 to deal with.