One of the key things we do is educate our clients on the different savings and investment tools available. One of the critical points of confusion we try to dispel are the strengths and weaknesses between Traditional and Roth IRAs. We often see clients who are entirely sold on one over the other even though the best retirement plans usually involve a mix of the two at different times in the income and savings cycle. Timing and planning are both critical aspects for determining when to use each vehicle.
According to the CFA Institute, a global organization of investment professionals, you as an investor have certain rights - 10 to be exact.
Here’s an inside look on the first investor right as established by the institute…
The tax reform of 2018 affects Realty professionals in three ways: the impact to your realty business, the impact on your future real estate prospects and the impact on the future purchasing power of your clients. Read more here.
The Tax Cuts and Jobs Act, went into effect at the start of 2018, and while you may be aware of many significant changes, have you thought about its impact to your charitable giving schedule?
Kroon and Mitchell dive into charitable giving in light of the new regulations, providing you, your friends, and family members with a way to continue your charitable contributions well into 2018 and beyond.
Unfortunately, investment missteps are the kind that can come back to haunt you in the future, especially when it comes to retirement planning. In this article we look at how much you should set aside for retirement and how much should go into the right kind of long-term investments. Learn about the long-term benefits.
Divorce is the perfect storm when major unpredictable factors merge together to become a force to be reckoned with. There are the legal, financial, emotional and spiritual areas that can be frightening and make you feel like you are losing control. Even true for those who have captained the seas of life for a long time. Because at any time the winds can change, the unknown forces can lead you to shipwreck your life.
Are you staring into a cardboard box full of pay stubs, potential deductions, receipts, and itemized lists wondering what’s next? Tax season is in full swing and one of the biggest decisions taxpayers face is how to file their returns.
Have you questioned whether you can take on managing your finances yourself? Do you only have a 401K and allow the company assigned by your employer to manage the account? If you have an advisor already, is he or she the right partner for you? If you’re unsure if you need additional financial assistance, keep reading!