Potential Upcoming Tax Changes: What You Need To Know

Tag: Financial Planning

October 10, 2016  |  

Medicare Made Easy

As retirement approaches, almost all of us are going to make critical decisions related to medical care.  One of the most important (and perhaps least understood) parts of your plan will be how your Medicare coverage will work. On October 19th at 11:30am ET, we’ll be hosting a free webinar titled Medicare Made Easy with […]

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July 20, 2016  |  

Is It Time to Refinance Your Mortgage?

As you may have seen recently, interest rates have dropped over the past few weeks.  While this trend doesn’t affect our firm’s long-term investment approach, it does provide many of you with some important financial planning considerations, especially if you have a mortgage on your home (or homes). Rock bottom interest rates make now a […]

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July 6, 2016  |  

Take the Guesswork Out of Investing

Why might a person’s portfolio return less than the market?  This is a common question among investors – let’s look at an example along with a potential explanation. Let’s take an investor’s portfolio that is made up of 60% stocks and 40% bonds. For this example let’s say the S&P 500 Index returned 9%, and is […]

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June 13, 2016  |  

What Is the True Value of a Financial Advisor?

Most people would consider Vanguard to be the prototypical “do it yourself” investment house.  However, Vanguard recently published a very interesting white paper summarizing how a good advisor can potentially add about 3 percent in net returns to a client’s portfolio every year.  The chart below illustrates how that potential 3 percent can be generated: While […]

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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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