Taxes play a significant role in determining how much of your investment income and gains you keep. The principal factors in determining the amount you earn on your investments are asset allocation tailored to your personal profile and investment sel

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Most of us need an effective and efficient estate plan to manage our assets during our lifetime or in the event we become incapacitated and to distribute our assets after death. Failure to have a plan often results in assets being distributed pursuan

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As an experienced financial advisor, I spend a good amount of time talking to people about their retirement plans.  Many questions are similar and most depend on your personal financial situation.  There is no magic number or formula, but a

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The financial advisory industry contains countless iterations of services, products, and professionals. The title of an advisor and how they define their services are important, but there is no consistent rulebook for how different services are defin

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I don’t know, and I bet you don’t either. IS IT A CURRENCY? Traditionally a currency must perform three functions: Currency is a unit of account Currency is a storer of value Currency is a medium of exchange So, what does that mean? Unit of Accou

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When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and they’re more likely to work part-time jobs or take time away from their careers to raise children and care

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When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment, only to find yourself falling behind drivers that stayed in one lane the whole time. In the same way, you may fe

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The initial client experience is a critical period in the client-advisor relationship.  Having a personalized experience provides a strong foundation for establishing a long-term professional relationship.  When advisors have a refined proc

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Investing in stocks is arguably the most exciting and crucial aspect of building your investment portfolio. Stocks provide the capital growth that drives the value of your portfolio upwards over the long term. However, picking the correct types of st

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Recently enacted legislation provides tax credits for Sick Leave and Family Leave for certain self-employed individuals. The new law provides a tax credit for Sick Leave for eligible self-employed individuals who were unable to perform services durin

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