New Year, New Financial Goals! As we close out the holiday season, many of us look at the New Year as a fresh start and work on a list of resolutions and goals. Why not add some financial ones [...]
The end of the year can be busy, but there are a few things you should review every year to make sure you are making the most of your money. Below is a list of items I review with [...]
Is now a good time to buy a home? I think a better question to ask is “Is it a good time in my life to buy a house?” buying a home is a huge investment and it is [...]
All parents worry about their children’s futures – it’s part of the job. Parents of children with special needs may face more uncertainty. Some of the biggest concerns special needs parents have are financial. Mapping out your child’s financial [...]
The end of the year can be busy, but there are a few things you should review every year to make sure you are making the most of your money. Below is a list of items I review with [...]
This strategy potentially turns your investment losses into tax breaks. If you invest in taxable accounts you are probably familiar with capital gains taxes. To “harvest“ losses you sell investments at a loss and then use those losses to [...]
When I meet someone at a party (or more likely, at one of my kid’s soccer games) and I tell them what I do, usually the first question they ask is “What do you think of the stock market?” [...]
I get a lot of questions from my clients about how/when they should talk to their kids about money. Every child and family is different, but I think the focus should be the same for all parents. You want [...]
I’ve been getting a lot of questions from clients about how the new tax act will affect their tax return for 2018. The answer is dependent on each individual tax situation, but the following items are the most significant [...]
