Top 5 Blog Posts of 2016

Author: Patrick Melvin Jr.

Patrick D. Melvin Jr., is a Wealth Manager at Independence Advisors, LLC. Pat models client’s financial plans and works with the firm’s clients on financial planning areas such as retirement planning, investment planning and estate planning. CLICK HERE TO ASK PAT.

January 26, 2017  |  

Top 5 Blog Posts of 2016

Looking back at the past year, our blog subjects had a wide range of topics.  From investments to taxes and other financial topics, we hope you enjoy our writings – because in the end, the purpose of our blog is to leave you, the readers, more informed. Below you will find our Top 5 blog […]

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January 9, 2017  |  

What Can We Expect in 2017? Answer: The Unexpected

What will 2017 hold for the markets? About this time every January, news outlets, economists, fund managers and other pundits flood the media with their predictions about what the market will do in the year ahead. Bold predictions abound regarding anticipated interest rate movements, the direction of the S&P 500 index and the global economy, […]

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December 7, 2016  |  

How Can I Find My Old 401(k) Account?

Key Takeaways Don’t overlook 401(k)s from past jobs. The account value is probably still growing and the money is rightfully yours in retirement. You can roll over an old 401(k) into a personal IRA and often into your new employer’s 401(k) without penalties or tax consequence. The Labor Department and Pension Benefit Guaranty Corp. are […]

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October 19, 2016  |  

Investing and the U.S. Presidential Election: The Evidence

As Election Day approaches, the circus surrounding this year’s presidential election can cause investors angst. While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market. As we explain below, investors would be well‑served to […]

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August 2, 2016  |  

Cash Value Life Insurance

Life insurance, like any type of insurance, is constantly evolving in the marketplace. As insurance companies continue to create new products and tweak older ones, their offerings become increasingly more complex, harder to understand and sometimes, are sold to policy holders for the wrong reasons. Term insurance has remained fairly constant, but permanent, cash value […]

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June 1, 2016  |  

Is Airbnb a Source of Tax-Free Income for Property Owners? It Depends.

The rising popularity of online home sharing sites such as Airbnb, Homeaway and FlipKey have made vacations and other out-of-town trips more affordable than ever for travelers. If your home-town is hosting a major concert, sporting event or world leader’s visit like the Pope’s recent stop in Philadelphia, owners can rent out their residences at […]

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May 2, 2016  |  

Target Date Funds – “To” and “Through” the Details

Key Takeaways: Target Date Funds are a popular choice in retirement plans. Understanding the asset allocation and glide path for the fund is important. For some investors, risk tolerance may not fit a fund’s allocation. In a world seemingly obsessed with automation and quick solutions, target date mutual funds have grown in popularity with investors.  […]

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