Our Informative Blogs
Retirement Planning – Preparing For Market Volatility in Retirement
While financial market volatility is often nerve-wracking for any investor, it can be particularly daunting for those who are close to or at retirement age. When market dips happen – such as the significant ones the markets have seen recently – investors need to sell more shares to raise the same […]
How to Prepare Your Retirement for a Recession
If you’re getting close to retirement age – even if it’s a few years down the road – you’re likely a bit nervous about your retirement funds as well as your overall budget. Recent drops in the market have put a dent in most retirement accounts, and the news is full of […]
Why Coordination Between Your Tax Professional and Your Financial Planner is Critical
If you’re like many Americans, you may employ a certified public accountant (CPA) to do your taxes. At the same time, you may use a financial advisor to maintain your investments or plan your retirement. But do these two people ever communicate except for a brief time during tax season? If not, you may […]
Financial Planning – Don’t Get Caught by Common Post-Tax Season Mistakes
While tax season may be largely over, you could still be coping with the fallout from errors on your return. This may be leading to a delay in your refund, or it may simply be giving you an IRS-sized headache. The following are some of the most common mistakes Americans make when […]
Prepare for Next Year’s Tax Season Now
Tax Day has passed, but it wasn’t long ago. You may not have yet recovered from the headache. So why would you want to think about next year’s taxes now? A little preplanning throughout the rest of the year can make the Tax Day headache – and tax bill — much smaller […]
For Maximum Benefit, Introduce Your Accountant and Your Financial Advisor
Do your tax advisor or accountant and your financial advisor know one another? When it comes to your personal finances, they probably should. Both may have a lot of guidance for you, but working together, they can help tailor that guidance to give you maximum benefits, particularly come next year’s tax time. […]
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