Posted on August 27, 2020
When planning retirement, it’s also important to consider what you’re going to do.
Posted on August 27, 2020
Tax pitfalls are something everyone tries to avoid, especially high net worth clients. Investing can bring on excess tax burdens if your clients are not aware of things they should be on the lookout for to avoid potential problems. Here, I’ll discuss the top four tax pitfalls that are …
Posted on August 20, 2020
With U.S. and international stocks in flux thanks to the coronavirus pandemic, it’s easy to assume that investing your money right now isn’t the brightest idea. However, as with any recession, certified financial planners say there are still solid opportunities to invest some cash — as long …
Posted on August 10, 2020
Americans of all ages often dream about retirement, but most struggle to actually save for it. Let’s face it, in the shuffle of immediate priorities, saving and planning for retirement isn’t a walk in the park. We all know we need to save for the future, but more than half of Americans don’ …
Posted on August 8, 2020
It’s never ideal to build up debt, but it may be necessary these days. The coronavirus outbreak has disrupted the economy. Businesses have shuttered and workers have been laid off or furloughed from their jobs. On April 2, the Labor Department reported 6.6 million people filed for unemploym …
Posted on July 22, 2020
Buying a home is one of the biggest decisions you’ll ever make — and being prepared ahead of time with a preapproval letter can make the process a lot smoother. Getting a mortgage preapproval gives you a leg up in the buying process by showing how serious you are about purchasing a home and …
