Wacky but real – can you take these deductions also?

7 years ago

Posted by Nancy Hecht, CFP®, AIF® We always hear of wacky things that people try to deduct from their taxable…

15 Most Overlooked Tax Deductions: 2017

7 years ago

This tax season, taxpayers across all income levels looking to reduce their tax burden may overlook opportunities that they or…

Don’t Be Dogmatic About Retirement-Portfolio Withdrawals

7 years ago

Required minimum distributions first. Taxable accounts next, followed by traditional IRAs and 401(k)s. Roth IRAs and 401(k)s last.  That's the…

We are better than you! At least when it comes to investing.

7 years ago

Posted by Nancy Hecht, CFP®, AIF® According to Fidelity Investments, female investors have outperformed male investors in the past decade.…

Think You’re Set for Retirement? Don’t Get Too Comfortable

7 years ago

BlackRock, the world’s largest money manager, recently asked a group of Americans in defined-contribution plans, such as 401(k)s, how they're fixed…

These red flags can cost you some green

7 years ago

Posted by Nancy Hecht, CFP®, AIF® Who doesn’t love tax time!  So many colorful thoughts and words come to mind. …

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