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Is a 401k really a good idea in this economy?
For those who can afford to defer their income, a 401k is an incredibly efficient savings vehicle. In this economy saving is more important than ever. We can no longer rely on high returns alone to...
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Is there a tax incentive for naming my child as my IRA beneficiary rather...
Sounds like you are thinking about your estate planning! Lets assume that your spouse will not need the funds during his lifetime. If you die and leave your IRA to your spouse, who then leaves it...
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Rethinking Tax-Deferral Strategies
As a fee-only financial planner I couldn’t say it better myself. Check out this great article Arden Dale posted on The Wall Street Journal’s personal finance blog, Total Return. It doesn’t hurt that...
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Gifts That Matter
Forget this year’s must-have gadgets and give your loved ones presents that will endure. As the holidays approach we all begin to think about what gifts to give our spouse, parents, and children. What...
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The Sexiest Man Alive 2012
Five Handsome Financial Habits that Beat a Winning Smile Every Time. “It’s just as easy to love a rich man!” Called my mother as she pulled away in her car leaving me at Williams College for my...
View ArticleETFs Are Suitable Investments for Young and Old
As a financial planner I know that “much like buying a set of wheels, choosing the best investment vehicle can depend on one’s means and station in life. But whatever vehicle is needed, whether for...
View ArticlePreparing Small Business Owners for Retirement
I contributed to this Wall Street Journal article by Veronica Dagher. Small-business owners often are so busy working that they don’t take time to plan for their retirements. But that is clearly a...
View ArticleWhat to do With Summer Money: One Intern’s Journey
I spent the last two months hiding from the gooey New Jersey summer in the air-conditioned living room that doubles as my cubicle interning at Concierge Financial Planning. To be fair, a leather couch...
View ArticleIs a 401k really a good idea in this economy?
For those who can afford to defer their income, a 401k is an incredibly efficient savings vehicle. In this economy saving is more important than ever. We can no longer rely on high returns alone to...
View ArticleIs there a tax incentive for naming my child as my IRA beneficiary rather...
Sounds like you are thinking about your estate planning! Lets assume that your spouse will not need the funds during his lifetime. If you die and leave your IRA to your spouse, who then leaves it to...
View ArticleRethinking Tax-Deferral Strategies
As a fee-only financial planner I couldn’t say it better myself. Check out this great article Arden Dale posted on The Wall Street Journal’s personal finance blog, Total Return. It doesn’t hurt that...
View ArticleGifts That Matter
Forget this year’s must-have gadgets and give your loved ones presents that will endure. As the holidays approach we all begin to think about what gifts to give our spouse, parents, and children. What...
View ArticleThe Sexiest Man Alive 2012
Five Handsome Financial Habits that Beat a Winning Smile Every Time. “It’s just as easy to love a rich man!” Called my mother as she pulled away in her car leaving me at Williams College for my...
View ArticleETFs Are Suitable Investments for Young and Old
As a financial planner I know that “much like buying a set of wheels, choosing the best investment vehicle can depend on one’s means and station in life. But whatever vehicle is needed, whether for...
View ArticlePreparing Small Business Owners for Retirement
I contributed to this Wall Street Journal article by Veronica Dagher. Small-business owners often are so busy working that they don’t take time to plan for their retirements. But that is clearly a...
View ArticleWhat to do With Summer Money: One Intern’s Journey
I spent the last two months hiding from the gooey New Jersey summer in the air-conditioned living room that doubles as my cubicle interning at Concierge Financial Planning. To be fair, a leather couch...
View ArticleTo Annuitize or Not to Annuitize
“What do you think of these annuities?” Mel asked. “An insurance guy I know is advising us to transfer all of our remaining IRAs into these two investments, and I’m not confident it’s the right...
View ArticleThe 4 Things to Do Before Retirement
Some crucial maneuvers will help soon-to-retire people avoid trouble I recently contributed to this important Wall Street Journal article by Jane Hodges. The size of your nest egg isn’t the only...
View ArticleDoes your Advisor Have your Back? New Fiduciary Rule Helps
You may have heard on the news or in the paper that the Department of Labor announced a new fiduciary rule for retirement accounts last Wednesday. Don’t panic. It’s all good for the consumer. The new...
View ArticleWould You Buy an Investment with a Guaranteed Loss?
Surely one of the strangest trends on the world investment markets these days is banks paying negative rates to depositors, and bonds issued with negative interest rates. Basically that means that...
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