-
7 year-end tax tips for Individuals
The holiday season is upon us and tax planning is probably the furthest thing from your mind. For many taxpayers, more time and effort was put into their Cyber-Monday shopping ... -
Should you invest in a second home
Purchasing a second home is a common goal often heard from clients during the financial planning process. From a winter retreat in retirement to a house renovation/flip, there are many ... -
Year-end Tax loss harvesting may help reduce tax liability
2015 has been a turbulent year for the markets. From concerns about economic slowdowns in China to fears over the Federal Reserve ending their accommodative policies, volatility has entered back ... -
Raising financially conscious kids in the digital age
Cash is no longer king – at least not like it was in the past. According to the Federal Reserve Bank of Boston's most recent report of Consumer Payment Choice, ... -
Unclaimed property rates are on the rise
Do you or members of your family have unclaimed property that is sitting in the hands of the state? With statistics from the National Association of Unclaimed Property Administrators estimating ... -
Don't let your emotions rule your investments
The recent slew of negative economic news has sent the financial markets into a tailspin. From China's surprise devaluation of their currency and concerns about global growth to Greece's economic ... -
Stress-testing your finances may help prepare you for the unexpected
Each year the Federal Reserve releases the results of financial stress tests on 31 of the largest banks. Popularized in the U.S. during the financial crisis, the analysis serves as ... -
5 financial rules of thumb to consider breaking
Wouldn't it be nice if financial planning was simple and the same financial strategies were applicable to most everyone? Unfortunately, there are no cookie-cutter approaches to financial management. From investment ... -
Despite improving job market, challenges still lie ahead for Class of 2015
A new batch of graduates will soon begin the difficult transition from college student to becoming self-sufficient. From securing employment that pays well enough to address student loan debt to ... -
Strategies to minimize investment tax liability
As taxpayers wrap up their returns for 2014, many have been faced with paying higher taxes on their investments. The run-up in the markets over the last few years has ...
