Category Young Families
Roth IRA and why you probably need one – Updated for 2022
Roth IRA is a tax-exempt investment account that allows you to make after-tax contributions to save for retirement. The Roth IRA has a tax-free status. It is a great way to save for retirement and meet your financial goals without…
5 reasons to leave your robo-advisor and work with a real person
Robo-advisors have grown in popularity in the last 10 years, offering easy and inexpensive access to professional investment management with human interaction. Firms like Vanguard, Betterment, Personal Capital, and Wealth Front use online tools and algorithms to build and manage…
Tax Saving Moves for 2020
As we approach the end year, we share our list of tax-saving moves for 2020. 2020 has been a challenging and eventful year. The global coronavirus outbreak changed the course of modern history. The Pandemic affected many families and small…
15 Costly retirement mistakes
15 Costly retirement mistakes… Retirement is a major milestone for many Americans. Retiring marks the end of your working life and the beginning of a new chapter. As a financial advisor, I help my clients avoid mistakes and retire with…
12 End of Year Tax Saving Tips
As we approach the close of 2019, we share our list of 12 end of year tax saving tips. Now is a great time to review your finances. You can make several smart and simple tax moves that can help…
The Secret to becoming a 401k millionaire
How to become a 401k millionaire? Today, 401k plans are one of the most popular employee benefits. Companies use 401k plans to attract top talent. 401k plan is a powerful vehicle to save for retirement and become financially independent. According…
The Smart Way to Manage Your Sudden Wealth
Getting rich is the dream of many people. When your sudden wealth becomes a reality, you need to be ready for the new responsibilities and challenges. As someone experienced in helping my clients manage their sudden wealth, I want to…
A financial checklist for young families
A financial checklist for young families…..Many of my clients are young families looking for help to build their wealth and improve their finances. We typically discuss a broad range of topics from buying a house, saving for retirement, savings for…
9 Smart Tax Saving Strategies for High Net Worth Individuals
The Tax Cuts and Jobs Act (TCJA) voted by Congress in late 2017 introduced significant changes to the way high net worth individuals and families file and pay their taxes. The key changes included the doubling of the standard deduction to $12,000…
14 Effective ways to take control of your taxes
In this blog post, I will go over several popular and some not so obvious tax deductions and strategies that can help you decrease your annual tax burden. Let’s be honest. Nobody wants to pay taxes. However, taxes are necessary…
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