Articles

It is difficult to know which sites to trust, but it is easy to know that someone is violating one of the eight safeguarding your money standards or can’t answer the ten questions to ask a financial advisor.

For most families, the largest purchase they make will be their house. This 2011 post reminds us that the house you and your family live in is not an investment, but real estate can be.

Even if the world was ending, I still want to have a mortgage.

In this talk, David demonstrates how Roth conversions can be extremely valuable even if a client is always in the same tax bracket.

Form ADJ of the 760 lines 8a – 8c are where you report miscellaneous deductions.

Don’t delay getting your finances in order until you get your finances in order. Ask for help today and see what wisdom a financial advisor has to share.

By decoupling your standard of living from the size of your income, you have taken the first step toward financial freedom.

An entrepreneur is valued for innovation. To innovate almost always requires failure first.

Whenever the IRS challenges you, the burden of producing evidence that your claims are true rests entirely with you.

The worst cause of employer stress is the fact that there exist many financial salespeople who offer plans which benefit themselves at excessive cost to the employer and their employees.

Graduate yourself from a childish mindset to that of an adult.

This is a common confusion with Roth IRAs.

Don’t let stress about tax filing requirements keep you or your child from a powerful opportunity to provide for their future.

We are constantly reviewing our portfolios’ asset allocations in order to bring them more in line with our Investment Committee’s best practices. Here is a summary of our recent changes.

This means that in addition to the overall Emerging Market funds, we will have country-specific Emerging Market allocations to both Taiwan and Chile.