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?
October 22, 2018 |
Receiving Social Security Benefits? You’re due for a raise!
The Social Security Administration announced recently that beneficiaries will receive a 2.8 percent increase in benefits in 2019.
October 18, 2018 |
Improving Financial Awareness and Literacy – Part 2
It starts with getting your estate planning house in order. October is National Estate Planning Awareness Week
October 15, 2018 |
New Credit Legislation Helps to Protect You
Recently, as part of the Economic Growth, Regulatory Relief, and Consumer Protection Act of 2018, Congress made several changes to credit rules that benefit consumers.
October 2, 2018 |
Vacation Home-Office Deductions
If you have your own business, you may be able to claim a home-office deduction for your vacation home.