What is the Kiddie Tax?
As an advisor who works with clients in their 30s and 40s, I spend much of my time talking about ...
Reaching Your Long-Term Investment Goals: Get Started with a Roadmap
You are interested in a Long-Term Investment Strategy but not sure where to start. Good! This is for you. Throughout ...
Get “SMART” with Your Personal Financial Goals
So, you’ve finally graduated college and entered “the real world.” Maybe you have secured your first job, or are in ...
The Impact of Turning 18
Like many parents, the Labor Day holiday (or the U.S. Open, if you are a tennis fan) represents the end ...
Pearls of Wisdom: A Retrospective on 30 Years of Professional Investing
On July 1, 1987, I started work as an investment advisor. Frankly, I wasn’t too happy about it, having planned ...
Saving & Investing When You’re Just Starting Out
Congratulations! After all the classes, exams, late nights, early mornings, interviews (so many interviews) you actually get to start the ...
Credit Reports and Credit Scores: the Importance of Periodic Reviews
For many, credit information is a mystery until applying for a loan/lease, credit card, or mortgage. Often by that time, ...
Getting Spousal Social Security Benefits if Your Last Names Do Not Match
Aging reality hits you when you reach your “FRA,” or Full Retirement Age as defined by the Social Security Administration. ...
Identity Theft Prevention & Cybersecurity Best Practices
Years ago, careful watch over your wallet and important documents was sufficient protection against identity theft and fraud. Unfortunately, those ...
The Many Uses of Margin Loans
Margin refers to an investor’s use of leverage relative to his or her own assets. In other words, it’s “borrowing ...
Taxation of Benefits When States of Employment and Domicile Differ
For many, working in one state and living in another is a common situation. For example, a 2017 report cited ...
What Should I Do With My Old 401(k)?
It’s a question that comes up often – what should I do with my old 401(k)? There is no one-size-fits-all ...
