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Game of Life: Financial Planning At Every Age

If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds its own major financial challenges as well as prospective profits in addition to surprises (new baby!) and forks in the road.

Retire to Happiness: Tips to Thrive in the Next Chapter of Life

Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what life is beyond long days and meetings and bosses. Unless you own your own business, and even then, you are not your business.

BREXIT: A BRIEF OVERVIEW

WHAT IS IT?

The EU Referendum, more commonly known as the "Brexit" vote, was held on June 23 and consisted of a vote among all people of voting age in the UK to decide whether the United Kingdom should stay a part of the European Union (EU) or leave the EU and exist as an independent sovereignty.

Are Investors Their Own Worst Enemy?

When it comes to investing, people can be their own worst enemy. Nearly all of the mistakes made by investors can be attributed to their behavior which is typically dictated by their emotions. Fear and greed have a way of driving even the most rational people to making investing decision which is why most investors typically under perform the markets.

Are Advisory Fees Tax Deductible?

It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax deductible?” And the answer is an equivocal, “It depends.”

2015 Federal Tax General Information - Tax Brackets, Standard Deductions, Personal Exemptions, etc.

The IRS has released information for preparing your 2015 taxes. This is reference information in order to assist in estimating 2015 taxes. See your tax professional for detailed advice on how this affects you personally.

 

2015 Income Tax Brackets

Finance Lessons for Your Teen

The current economic environment has caused most everyone to reconsider their personal finances with many people having to drastically change their spending and savings habits. Out of this economic malaise may come an opportunity to finally instill the right habits in your teens that can carry them into adulthood on the right financial footing.

Why You Should Prioritize Retirement Savings over College Savings

Young families with an eye to the future are faced with a daunting choice – to save earnestly for a secure retirement or to save for their children’s education. Can you do both?

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