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How Much Do I need For Retirement?

One of the most searched phrases on search engines today is “How Much Do I Need For Retirement?”.  I recall people when I was growing up saying that you need $1MM saved in order to live comfortably in retirement, was that true and/or is there a new number today?   This is a very c …

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When Volatility Strikes, Whats Your Plan?

Investing is not something you can simply do in a vacuum and the goals of your portfolio should be tied to an overall financial plan. Overall, markets have been on the rise for the last ten years plus, but there certainly have been some hiccups along the way including the most recent effect …

Changing the Face of Financial Planning

Over the last few weeks, the world has come to see how broken our system truly is. People of all colors have flocked to the streets to let their voices be heard and to demand that the change starts now. This fundamental change has to come at all levels and across all industries. As a …

What is “Good Debt”?

Debt is something that is talked about frequently. There are many types of debt and they could include a mortgage, credit card, auto loans, student loans, and personal loans. This not a fully exhaustive list, but covers some of the more widely used types of debt. It is fairly common for mos …

What is the Nasdaq Composite Index?

The Nasdaq is an index that gets referred to daily on television, in the papers, and on social media. It is typically one of the main indices that people who follow the markets look to for guidance on the overall markets.   There is a good deal of discussion about this index and w …

What is the S&P 500?

The S&P 500 is spoken about on every media outlet you can think of from print to online. No matter where you turn you are bound to hear something about it.  There is a lot of focus placed on this index and we wanted to take a minute and explain “What is the S&P 500?” …

Campus Closed, College Refunds and My 529 Plan

Did the recent coronavirus outbreak close your educational institution? Did you pay for your expenses with funds from a 529 plan? It is important to understand how you will be affected if this applies to you. The recent Covid-19 outbreak has forced the closure and move to online classes for …

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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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