Archive for Tag: taxes

New FAFSA Deadlines Help College Financial Aid Application Process

Applying for financial aid for college is becoming less stressful after President Obama changed the earliest FAFSA filing date from January 1st to October 1st. This means that the FAFSA can be submitted on October 1st for the 2017-2018...

Continue Reading

Why are brokerage firms 1099’s always so late? I need to do my taxes!

TaxesIt’s that time of the year again – tax season. It is time to gather all your documents and either prepare your own return or meet with your accountant.  Yet you haven’t received your 1099 form, the report that...

Continue Reading

Non-Qualified Deferred Compensation Distributions

Many company officers and other highly-compensated executives receive a whole host of employer retirement benefits, including not only a 401(k) plan and a pension plan, but a non-qualified deferred compensation (NQDC) plan as well. Like 401(k) plans, NQDC plans...

Continue Reading

Should I Get Out of My Variable Whole Life Insurance Policy?

Meet Marcus. Marcus has poured tens of thousands of dollars into his whole life insurance policy. He's sick of paying the expensive premiums - only to see the value of his policy decline! So, what's Marcus to do -...

Continue Reading

Caution: Robo-Advisor Ahead

Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities available. This is especially important for clients in retirement – where risk management is paramount to investment return.

Continue Reading

Start Your Journey!

With our fee-only financial planners.