Posted by Nancy Hecht , CFP®, AIF® I know many people that cannot function at all without their premium coffee first thing in the morning. There are many other little things that we buy regularly that we can make ourselves at a much lower expense but don’t. So I ask; what are you willing to […]
What are you willing to give up? Read More »
Posted by Gary Abely, CFP®, AIF®, CPA If you read current headlines about Millennials you might draw some poor conclusions. For example, recently I was listening to The Clark Howard Show and heard Millennials spend more on coffee than their retirement savings. While I’m sure this may be true for some in their 20’s and
Challenges facing “Millennials” today and costly mistakes to avoid Read More »
Posted by Nancy Hecht, CFP®, AIF® IRA’s have been around for a long time and are widely used for retirement savings. Here are three common snafus that a lot of people make:
Common IRA Snafus you don’t want to make Read More »
Posted by Denise Kovach, CFP®, AIF® Now (tax season) is a good time to double check your earnings history on your Social Security statement to confirm that it is accurate.
Do this to maximize your Social Security Benefits Read More »
Posted by Nancy Hecht, CFP®, AIF® We always hear of wacky things that people try to deduct from their taxable income – these happen to be deductions that, surprisingly so, worked. When I was in high school, I was trying to decide between art school and business school. I decided I did not want to
Wacky but real – can you take these deductions also? Read More »
Posted by Nancy Hecht, CFP®, AIF® According to Fidelity Investments, female investors have outperformed male investors in the past decade. We are not selfish, so I will share with you some of the reasons why we invest better than our male counterparts.
We are better than you! At least when it comes to investing. Read More »
Posted by Nancy Hecht, CFP®, AIF® Who doesn’t love tax time! So many colorful thoughts and words come to mind. Here are some RED flags for you to avoid so you do not spend any extra GREEN:
These red flags can cost you some green Read More »
Posted by Gary Abely, CFP®, AIF®, CPA I know, it seems like yesterday we were gathering our documents for our tax preparer for the 2015 tax year. The 2016 tax filing season is upon us and I thought I would share 10 often over looked tax planning opportunities.
Posted by Judith Sanborn, CFP®, AIF® When things in your life seem almost too much to handle, when 24 hours in a day are not enough, and when the stock market volatility gets you down, remember the story of the mayonnaise jar and 2 beers.
When life is too much to handle… Read More »
Posted by Denise Kovach, CFP®, AIF® A reverse mortgage is actually called a Home Equity Conversion Mortgage (HECM) which is government backed. This program enables you to withdraw a portion of your home’s equity. It is a type of home loan that requires no monthly mortgage payments. It does require repayment, plus interest, once you
Is a Reverse Mortgage Right For You? Read More »
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