Tax Planning Basics

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.  

Do You Need an Emergency Fund? - YES!

One of the building blocks of a strong Financial Plan is your Emergency Fund: Do you have one?  If not, do not think you are immune to the financial perils that lurk out there, waiting to drain small savings and threatening to run up your high rate credit cards.

Common eBay and Craigslist scam tactics

In our last blog, we talked about methods for cleaning out unwanted items and turning them into cash. Craigslist and eBay are two of the most popular “middle men” for matching sellers and buyers, but each has its share of scammers. Here are a couple of the tactics they employ:


Got Stuff? Get Cash

Whether we want to admit it or not, we all have a pile of items we don’t use anymore – an old dresser, a digital camera that has been replaced by your cell phone, or maybe a pair of bell-bottom pants that haven’t been in style for four decades. Whatever the items may be, you may not want them but there’s a good chance that someone out there does.

Market Letter February 2018

“The market will go up and it will go down, but not necessarily in that order.”

J.P. Morgan


Savings Tools to Keep Us Disciplined

We have all been told that disciplined saving is the key to financial success. While it sounds simple in concept, the reality is a little more complex. How much should you save? Should your savings plan be based on monthly income, annual income, or something else?

Get In shape for 2018 - Financial Fitness 101

We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there are always new fitness crazes in the air, this time it’s time to exercise your wallet. Financial Fitness is a set of goals or programs to help you identify your financial goals, and how to get in the best financial shape of your life.

529 Plan Usage Potentially Expanded - Funding and Financial Aid

It is no secret that we’re big on 529 plans as investment vehicles to assist with higher education costs, especially since it is possible that the new Tax Cuts and Jobs Act may broaden usage of these plans.

Amazon: World Domination?

My favorite subject at the moment is Amazon. The company that spent the first decade of its life devoted to selling paperbacks over the internet has quietly (or not so quietly) morphed into a consumer behemoth, forever changing the way people buy stuff. In this edition of my editorial column, I’m going to examine why – the good, the bad, and the future.

Hedge Fund Basics

The final part of our “investment basics” series will cover the wild world of hedge funds. Hedge funds get a lot of press for their high fees, big-ego portfolio managers and seemingly complex investment strategies. But are they truly the great investment vehicles their managers would have you believe, or are they “all hat and no cattle?”

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