February 17, 2019 |
Déjà Vu All Over Again
Investment fads are nothing new.
February 12, 2019 |
Loss Harvesting Season Is All Year Long
Don’t just wait for December to take advantage of great tax mitigation opportunities.
February 1, 2019 |
How Much Will You Really Spend in Retirement?
It may be more than you think.
Financial Planning, Retirement Income, Retirement Planning, Wealth Management
January 27, 2019 |
What Will You Pay for Medicare in 2019?
Medicare premiums, deductibles, and coinsurance amounts change annually.
January 23, 2019 |
The Connection – Basic Fundamentals & Advanced Techniques
Joe Humphreys’ life long adage applies to life, on and off the stream.
Financial Planning, Investment Management, Wealth Management
December 13, 2018 |
Independence Advisor’s Top Picks of 2018
IA’s Top Picks for 2018
December 3, 2018 |
Donor Advised Funds – What You Need To Know
Important information about Donor Advised Funds.
Financial Planning, Retirement Planning, Wealth Management, Wealth Transfer
November 19, 2018 |
Over 70 1/2? Make Charitable Contributions From Your IRA!
The ins and outs of using Required Minimum Distributions (RMDs) as a charitable giving tool via Qualified Charitable Distributions (QCDs).
Financial Planning, Retirement Planning, Wealth Management, Wealth Transfer
November 15, 2018 |
Avoiding Financial Scams and Identity Theft Slams
Young or old, wealthy or poor, online or in person … Nobody is immune from financial scams and identity theft slams.
November 5, 2018 |
Midterm Elections: What Do They Mean for Markets?
While the outcomes of the elections are uncertain, one thing we can count on is that plenty of opinions and prognostications will be floated in the days to come. In financial circles, this will almost assuredly include any potential for perceived impact on markets. But should long-term investors focus on midterm elections?