By Charles Sherry, M.Sc. and Mike Kastler, MSF A popular quote from one of our founding forefathers, Benjamin Franklin in 1789: Our new Constitution is now established, and has an appearance that promises permanency; but in this world, nothing can be said to be certain, except death and taxes.” Taxes can’t be avoided, but theyRead More >
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Selling A Business – Retirement Planning Considerations
Selling a Business – Retirement Planning Considerations Before you pull the trigger on selling a business, there are some personal retirement planning considerations. What will you do with the proceeds? How will the sale of the business impact your retirement plan? Most business owners have a significant portion of their net worth tied up inRead More >
Education Planning for Young Families
Education Planning – We’ve Got Your Back! Education planning is not easy. The number of investment options, financial aid, and complexity can be daunting and families are faced with ever-rising college costs. The simple answer has always been to start saving early and leverage 529 plans. Although that’s not a bad strategy, most people haveRead More >
Preparing for Financial Planning
Preparing for financial planning is like planning for a long vacation. You make your lists, pack everything perfectly and finally after some time you are ready to start your journey. Except that you forgot a few key items. Now you need to go back and make more room in your suitcase. Arghh! What a painRead More >
How the 2018 Tax Changes May Impact You
How do the 2018 tax changes affect you? Not since 1986 have we seen such sweeping changes to tax law. Here are some highlights to be aware of. The New IRS Code is Complex Not since 1986 have we seen such a massive overhauling of the U.S. tax laws. The House and Senate went intoRead More >
6 Key Ingredients to Building Wealth
Building wealth is easier and more fun during booming stock markets, as many of us have experienced recently, compared to the challenges of bear markets. Many of us remember the various market corrections over the decades that turned our 401(k)’s into 201(k)’s. Maintaining respectable growth during the boom times while minimizing the downside risk duringRead More >
The Power of Financial Planning Software: Navigating Your Financial Future
New and powerful financial planning software can help you navigate the myriad of retirement decisions, most of which are irreversible. Don’t Plan Your Retirement Like a Road Trip Vacation We’ve all been on the proverbial road trip heading somewhere you’ve never been and all of a sudden, you’re faced with a fork in the road.Read More >
Equifax Security Breach – Steps You Can Take Now
Equifax Security Breach Equifax security breach caused havoc for millions. Here are some steps you can take now to protect yourself. Credit agency Equifax announced on Sept 7 that it suffered a data breach affecting 143 million U.S. consumers. The hack exposed names, Social Security numbers, addresses, birth dates, and driver’s license numbers—all critical piecesRead More >
Investment Strategy in Tumultuous Times
Sometimes stepping into the political arena feels like you’re stepping into a minefield! If you are unsettled by the ups and downs of today’s politics and concerned about the impact on the stock market, you’re probably not alone. Although most Americans find the steady diet of headlines concerning, what happens in Washington isn’t necessarily translatedRead More >
7 Tips on Purchasing Your New Home
Purchasing your new home can be either a lot of fun or can be very stressful. Which one it will be may depend on how well you are prepared for the home buying process! According to government census data, new home sales are strong, with June data showing continuing slight upward trend since 2012. SimilarRead More >