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Now that we’ve given a shout-out to the tax-filing procrastinators, offering them tips on how file their taxes at this late date, it’s time to give a nod to those who got this task done early and now have a refund either burning a hole in their pocket or impatiently awaiting one. According to MarketWatch, […]
Congratulations, you’ve made it to April after this long winter. It also means the clock is ticking even louder to file your taxes. It can be expensive to do so and as a procrastinator, you may be panicking. But don’t worry; there is still time to file your taxes last minute and inexpensively. Here are […]
We’re at the end of the first quarter and it’s been an action-packed one with the tensions in Crimea, a too long and frigid winter, bad news about China’s economy and a new Federal Reserve Chairman—just to name a few disruptions. But on a positive note, the S&P 500 reached all-time highs and is poised […]
It’s a bird, it’s a plane, no it’s a Roth IRA. The Roth IRA may be one of the best savings vehicles and secrets to your financial success. Here are some of the nuts and bolts that you should know about the Roth IRA. Roth IRA Tax Break Contributions made to a Roth IRA are […]
We all rise in the morning. And most of us go to work. Why? Just to do it all over again the next day? Are you working to put food on the table? Or maybe your next vacation? Kids college? A new car? Or to stop working and get to retirement? Reaching your goals takes […]
As a financial advisor, I am often asked the question, “am I taking on too much risk in my portfolio?” Clients often want to know if they should take the risk and if so how much risk is too much? A customer recently came into my office and ask me to cash out all the […]
Financial independence, financial freedom, or retirement, they’re all the same when it boils down to money. It’s a smart retirement we’re after. With a little bit of planning, your retirement dreams may have the potential to become a reality. Retirement planning is important because saving money for the long term is not enough, you have to […]
There are no guarantees in the stock market. The market can go up, down or sideways. You can’t outsmart or outguess the market. And you can’t know for sure which way an individual stock is going to go at any particular time. People with crystal balls and time machines stop reading here. However, one strategy […]
Investing can be overwhelming if you aren’t a financial advisor or investment savvy. Investing in your 401(k) can be a great way to jump-start your retirement plan and begin saving. It can also be a very overwhelming experience when you have to choose which positions and what percentages to choose in each. Categorize your positions […]
Are you looking for the auto-eject button? A parachute? A bullet proof vest? Do you think if you scream “UNCLE,” the pain stops? Or at least that’s what you’re hoping a stop loss will do. Right? Reducing risk while still having the upside potential of the market is what we all want. A stop loss […]