If you could invest for your retirement with the potential to pay lower taxes while gaining greater control over what goes into your portfolio, would you be interested? Thanks to a combination of advances in technology and trading tools available in the marketplace, a financial advisor who specializes in building personal index portfolios may be […]
You may consider yourself fortunate to earn an above-average salary, but as your annual compensation increases, the complexity of your personal finances and taxes often increases, too. From limitations on how much you can invest in your 401(k) plan to navigating the alphabet soup of executive benefits (e.g., ISOs, NQSOs, RSUs), you have a lot […]
Taxes. It’s hard to think of a more reviled aspect of our government. When I first met him, a friend was diffident responding when I asked what he does – he’s an IRS attorney… Needless to say, I don’t hold that against him. As I told him, I know taxes fund everything the government does, […]
I’m often told I’m brave to rely on a freelance income. It’s seen as inherently risky to be a freelancer, and a job is generally seen as being synonymous with financial security. While I do understand the thinking behind these attitudes, I can’t say I wholly agree with the conclusion. There are, or course, plenty […]
“The mountains are calling and I must go.” If this quote from naturalist and preservationist John Muir resonates with you, you’re not alone. Millions of Americans consider themselves to be outdoor enthusiasts, passionate about spending time enjoying nature, often traveling to new destinations to discover idyllic landscapes, while making the most of their local environment […]
Are you an entrepreneur? A financial advisor who specializes in serving entrepreneurs can help you make smarter money moves and free up more time to focus on growing your business. You’ll likely find dozens of financial advisors in your community well-suited to help you reach your money goals with a personalized plan. But it may […]
Would you like to increase your odds of enjoying a comfortable retirement? If you already set aside money from every paycheck for long-term savings, you’re off to a good start. But to really turn the money you save into a sizable nest egg, you need to invest wisely. In this article, we’ll show you 5 […]
In a recent Harris Poll that asked Americans about their financial priorities, consumers ranked learning about cryptocurrency second only to the topic of retirement planning. But does your financial advisor know how to answer your crypto questions? Fortunately, a growing number of financial advisors have earned advanced designations to demonstrate their knowledge and commitment to […]
How to best save and invest for retirement should be a careful consideration. One increasingly popular investment option is target date funds which may also be referred to as life-cycle funds. They are offered by almost 90% of employer-sponsored contribution plans such as 401(k) plans. These funds are designed to manage the risk of investment. […]