Tag Archives: fee-only
April is Financial Literacy Month, and in observance, we shared 30 tips in 30 days to keep you financially healthy. Read the full list below. Tip 1: 2016 is not over. Contribute to your Roth, Traditional, or SEP IRAs. Tip 2: Install and use Quicken, Mint.com, Quickbooks, or some other income/expense tracking software. Tip 3:… Read More »
1. What is a SEP IRA?
2. Is the stock market overvalued?
3. How long should I keep my financial documents?
4. Can I open an IRA with my spouse?
1. Why should I invest in a Roth IRA when the 401k gives me a tax break?
2. Can I borrow from my IRA?
3. If I leave my job mid-year, can I still maximize my 401k?
4. I have two 401ks, can I contribute to both?
1. What should I do with my house when I move away for residency/fellowship?
2. My spouse and I are ready to start looking for our first home. How do you suggest we best prepare ourselves to become the most qualified candidates?
3. I have been offered a job in a different state; how much should I consider state income tax rates when deciding to accept a job offer?
4. I have acquired assets and opened many accounts over the years. How can I make sure my heirs know exactly where everything is if I were to unexpectedly pass?
The unlimited FDIC insurance on IOLTAs is set to expire at Year-End.
How IBM’s Recent Decision Can Impact Your 401k Plan
Chances are, if you invest in a growing company over a long period, you will experience a stock split. But what exactly is a stock split and how does it impact your cost basis, which is used to calculate capital gains taxes?
In our society of conspicuous consumption and spending-beyond-means, many parents face an uphill battle to encourage children to save for the future, resist instant gratification, and most importantly, understand how to budget and use credit wisely. At a recent dinner party with a group of parents with young children, the conversation turned to this… Read More »
1. How much should I spend on gifts during the holidays?
2. How do I go about setting financial goals for the New Year?
3. What is a stock split?
4. Does a stock split change my cost basis?
Have you ever found money in the pocket of an old pair of jeans, or your lab coat, that you had completely forgotten about? It’s always a nice feeling to find “lost” money, but there is a much bigger pocket full of money that you may be overlooking – your state’s unclaimed property list…. Read More »