-
4 Smart Ways to Invest Your Tax Refund
If you are expecting a tax refund this year, you are not alone. According to the IRS, 155 million tax returns are expected to be filed in 2018 with 70 ... -
Financial Considerations For Age Gap Marriages
Deciding who to share your life with is usually based upon factors other than retirement planning. After all, most couples do not begin their relationship by considering strategies for claiming ... -
What to do if you are missing cost basis information
As 2017 came to a close, many investors made last minute choices regarding the sale and purchase of various securities. From tax loss harvesting to rebalancing and profit taking after ... -
Smart Money Moves to consider for 2018
If you find yourself considering resolutions for the New Year, you are not alone. From health and wellness to a full financial make-over, New Year’s resolutions are quite common. ... -
AVOID COMPLACENCY IN TODAY'S MARKET
We are in midst of the third longest economic expansion in history. (If this expansion continues for another year and a half it will be the longest on record). While ... -
Does house flipping really work in today's market?
If you have watched home design networks such as HGTV or DIY recently, you may have noticed the outrageously large number of house flipping shows. Flip or Flop, Flip this ... -
7 misconceptions about owning a vacation home
If you have recently watched HGTV’s “Beachfront Bargain Hunt”, you’ll see that purchasing a vacation home may be more financially feasible than you originally thought. However, recent price appreciation and ... -
Why your portfolio may be overdue for a rebalance
The market has been on a tear since the election. According to Bloomberg, the rally has added over $2.8 trillion in value to the U.S market and we witnessed ... -
How To Protect Yourself From The Financial Storms That May Come Your Way
While Hurricane Hermine may not have lived up to all the hype, parts of the east coast and Florida are still cleaning up. As we have learned over the years, ... -
Retaining key employees with Phantom stock
An improving labor market often forces employers, especially smaller, privately held companies to look for creative ways to reward and retain key talent – especially if your candidates are considering ...
