Category: Investing

Take your financial confidence to the next level!

LIst of impacts of a recession on an individual.

How a Recession Could Impact You Strategy Guide

Instead of worrying about the next recession, understand how a recession could impact you and begin to build a game plan so that you are best prepared for the next recession.


December 22, 2018 0
Charitable Giving

Should I Use a Donor Advised Fund Strategy Guide

Donor advised funds have been growing in popularity recently and that was even before the new tax reform made them a critical part in your tax planning strategy. Donor advised funds are extremely versatile tools that may help you create a more tax efficient plan while still giving back to the organizations that are important to you. I will provide information on what donor advised funds are, how tax reform has increased the importance of…
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November 5, 2018 0
Year End Tax Planning Tips

16 Simple Year-End Tax Planning Strategies (2018)

You may have heard that the tax reform that was passed at the end of 2017 will have a dramatic impact on tax filers moving forward. Although most people will be benefiting from lower taxes than in previous years, there are still key strategies that are relevant to review as you prepare for the end of the year. I will layout 16 simple year-end tax planning strategies that range from maximizing your tax efficiency, tax…
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October 29, 2018 0

Why Cryptocurrencies Are Not a Good Fit for My Clients

Cryptocurrency hype has finally calmed down and I am extremely thankful. I am less worried for those who have no idea of how these assets work accidentally shooting themselves in the foot gambling away any savings they may have accumulated. Sure plenty of people have made money and it’s possible that many still could. Other than worrying about the carnage that individuals and families put themselves in while chasing after the excitement of hitting it…
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September 4, 2018 0
Internship

My Employer Does Not Offer a 401(k) Strategy Guide

  So your employer either does not provide a 401(k), you are too new, you are an intern or part-time employee. That is okay, you still have options. Just because you do not have access to a 401(k), doesn’t mean you shouldn’t start thinking about long-term goals. If you did have access to a 401(k) it would be a no-brainer to take advantage of the full matching that your employer provides because it is essentially…
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August 12, 2018 0
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