Tag Archives | Financial Planning

Potential Upcoming Tax Changes: What You Need To Know

I recently attended a Year-end tax seminar put on by Kreischer Miller, an independent accounting firm in Horsham.  While some would rather endure a form of torture than attend a tax conference, I was looking forward to hearing about how a CPA firm is evaluating potential tax changes under the Trump administration.  I thought I’d […]

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Managing Student Debt: Refinance or Consolidation?

With millions of high school seniors polishing off their college applications right now, thoughts are consumed by grades, test scores, recommendations and deadlines. Will I get in? When will I find out? What’s my backup plan? Answers to those stressful questions will be resolved in the short months ahead. But “How will my family and […]

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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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Lost and Found – How to Locate Missing Money

As an advisor, I love to tackle the tough and complex issues that clients face.  Here are examples of some challenging questions we handle on a regular basis: What is the right asset allocation for a client? How can we reduce taxes for a client in their portfolio? What amount of life or disability insurance […]

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Buy vs Lease? Things to Consider When Shopping for a New Car

After declining dramatically a few years ago, auto sales are up, leasing offers are back, and incentives and deals abound.  So if you’re in the market for a new vehicle, should you buy it or lease it?  To decide, you’ll need to consider how each option fits into your lifestyle and your budget.  Below is […]

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Refinance Mortgage

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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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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