Pros and Cons of Asset Management Fees
A transition is underway within investment firms. Increasingly, the people you hire to manage your money don't refer to themselves...
Articles
Ginnie Mae Funds for Your Retirement
Many people prefer to have some conservative holdings in their IRAs and other retirement accounts. This century has already produced...
IRS Clarifies Home Equity Deductions
The Tax Cuts and Jobs Act of 2017 affected the tax deduction for interest paid on home equity debt as...
No Tax Deductions for Business Entertaining
The good news is that the TCJA of 2017 lowered corporate tax rates from a graduated schedule that reached 35%...
The New Tax Law Will Change Divorce Tactics
When couples divorce, financial negotiations often involve alimony. The tax rules regarding alimony were dramatically changed by the Tax Cuts...
Insuring Key People at Small Companies
At a multinational corporation, the loss of any single employee may hardly cause a ripple in its ongoing business. That's...
Small Companies Need Plans for Natural Disasters
From East Coast to West Coast, hurricanes and wildfires recently created huge losses of lives, property, and emotional wellbeing. In...
Solving the Annuity Puzzle
Americans hold billions of dollars in annuities, yet they are widely misunderstood. Used properly, an annuity can serve valuable purposes...
Bridgette Toth Obtains Certified Bookkeeper Designation
Bridgette recently passed the 4-part national exam through the American Institute of Professional Bookkeepers (AIPB) to become a Certified Bookkeeper....
Keith Seeley, CPA Earns PIN Compliance Designation
Keith Seeley has earned the CTGA (Certified TG-3 Auditor) designation, which allows him to perform PIN Security and Key Management...
Menachem Shames Passes CPA Exam
Menachem was recently informed that he passed the Uniform Certified Public Accountant (CPA) Exam. The Uniform CPA Exam covers sections...
Buck Market Volatility with a Retirement Bucket Plan
We have seen an increase in market volatility in early 2018. A steep pullback in stocks could be good news...
Asset Allocation in 529 Plans
Parents with young children have two broad choices when investing for higher education. One is to invest as you did...
Seeking a Stable Retirement
Anecdotally, retirement finances formerly were based on a "three‑legged stool." After people stopped working and no longer had earned income,...
Stretching for Yield…Carefully
Typically, bond funds with low yields have relatively low risk. That doesn't mean that these funds are riskless, though. With...
