Financial Advisor and Tax Consultant

The Mathematics of Investing

Tracking the performance of your investments can get confusing, due to the various ways of calculating returns. Whether you prefer to use a calculator or

May 25, 2022

Gap Insurance for Leased Cars

One of the attractions of leasing a car is that it generally requires a much smaller upfront outlay of cash compared to what purchasing a

May 25, 2022

Transferring Assets to a 529 Plan

By now most Americans who are saving and investing to pay for college costs have probably heard that so-called 529 college savings plans allow tax-free

February 22, 2022

The Lowdown on Robo-Advisors

The trend toward online investing and advisory services, also known as robo-investing and robo-advice is gaining momentum, but industry participants are struggling to get a

May 25, 2022

Health Savings Accounts: Get to Know These Versatile Savings Tools

The number of Americans covered by high-deductible health plans (HDHPs)/health savings accounts (HSAs) rose to about 19.7 million in 2015 — up from 17.4 million

May 25, 2022

Diversifying Your Portfolio With Midcap Stocks

Long eclipsed by their bigger and smaller brothers, midcap stocks clearly suffer an image problem. Most have yet to achieve the universal coverage and broad

May 25, 2022

Retirement Planning for an Unpredictable Life

The one predictable thing about life is that it will always be unpredictable. Change will come, and although we will do whatever we can to

May 25, 2022

Name timelines

We all know that baby names go in and out of fashion. But recently, the website fivethirtyeight.com looked at Social Security Administration records going back

May 25, 2022

Investing Your Increased Salary

It’s always nice to be recognized for your performance at work, especially when it comes in the form of increased financial compensation. You work hard

May 25, 2022

Work Longer, Live Longer

There’s finally an answer to an age-old question: How can you live a longer, more satisfying life? The answer: work past the traditional retirement age

May 25, 2022

The Mathematics of Investing

Gap Insurance for Leased Cars

Transferring Assets to a 529 Plan

The Lowdown on Robo-Advisors

Health Savings Accounts: Get to Know These Versatile Savings Tools

Diversifying Your Portfolio With Midcap Stocks

Retirement Planning for an Unpredictable Life

Name timelines

Investing Your Increased Salary

Work Longer, Live Longer

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