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ACap Asset Management
Protecting Your Financial Health
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Recent Blog Posts

Retirement Plan Option for High-Income Doctors

By Ara Oghoorian |

Published on Investopedia on February 9, 2017. by Alina Parizianu If you are a medical doctor who earned over $120,000 in 2016, you may be eligible to defer a portion of your salary into a 457(b) plan, if your hospital offers such a plan. 457(b) plans are established by tax-exempt organizations such as private hospitals,… Read More »

Alina Parizianu recognized by FPA NY

By Ara Oghoorian |

FPA NY recognizes Alina Parizianu, CFP® of ACap Asset Management for her #ProBono work in teaching #personalfinance to underserved populations in New York.  

Erica M. Crane of ACap Earns CFP®

By Ara Oghoorian |

Join us in congratulating Erica M. Crane on earning the CERTIFIED FINANCIAL PLANNER™ designation from the CFP Board of Standards. In order to obtain a CFP® designation, candidates must hold a 4 year college degree, complete the CFP® educational program, pass a comprehensive certification exam, have at least three years of experience in the financial industry, and adhere to the CFP® Code… Read More »

Why Your Retirement Savings May Be a Pipe Dream

By Ara Oghoorian |

By Laura Lee Published November 14, 2016 FoxBusiness Many people plan for retirement with the assumption that they will retire around age 65 and live to be 85 years old or so, leaving about 20 years to stretch out their retirement savings.  Sounds reasonable, right?  Financial advisors, however, say people tend to underestimate how… Read More »

This is No. 1 Financial Regret of Older Americans

By Ara Oghoorian |

By Catey Hill http://www.marketwatch.com/story/this-is-no-1-financial-regret-of-older-americans-2016-05-17   Most Americans are filled with regrets — financial regrets. Fully three in four, in fact, admit they harbor financial regrets, according to a survey of more than 1,000 adults by Bankrate.com. Their biggest regret: not saving for retirement early enough (nearly one in five Americans put this in the… Read More »

The Labor Day Guide to Putting Your Money to Work

By Ara Oghoorian |

by Suzanne Woolley with quotes from ACap Advisor, Matt Crisafulli, EA, CFP®  http://www.bloomberg.com/news/articles/2016-08-31/the-labor-day-guide-to-putting-your-money-to-work   Retailers use Labor Day to sell us “elegant” fire pits and pom-poms for handbags (yes, an accessory for an accessory). That isn’t quite what the holiday is about. It’s about work.1 So instead of adding to debt or dipping into savings to jump on those… Read More »

New Ruling – Retirement Rollover Checks

By Ara Oghoorian |

by Matt Crisafulli, EA, CFP® Last week, the Internal Revenue Service issued a ruling that allows for a waiver of the rule that requires any retirement plan or IRA rollover checks be deposited in the new destination account within 60-days. The original rule required recipients of IRA or Retirement Plans (401k, 403b, etc.) rollover checks… Read More »

How to Purchase British Pounds

By Ara Oghoorian |

The reverberations of the Brexit vote are being felt worldwide, and the British Pound Sterling (GBP) has declined sharply against all major currencies. It is currently at a 30 year low against the U.S. dollar (USD). Not surprisingly, the top trending searches on Google in the United States is “how to purchase British Pound… Read More »

Brexit

By Ara Oghoorian |

By now you have probably heard about Brexit, the successful vote by British citizens to exit the European Union and the immediate reaction of the global financial markets. The near-term impact of Brexit is still unknown because there are many variables, but in the long run, we are confident about the future of Britain and… Read More »

3 ways student loans affect your taxes

By Ara Oghoorian |

  Brianna McGurran, NerdWallet April 10, 2016 Originally posted on USA Today  (Photo: Getty Images/iStockphoto) Anxiety at tax time is common, but Millennials feel it more than others. Millennials are the age group most worried about filing their taxes, according to a recent NerdWallet survey conducted by Harris Poll. Factoring in student loan debt… Read More »