Everywhere you turn you hear more and more instances of identity theft. As tax preparers, we see this when electronically filed returns are rejected because someone has already filed using a stolen Social Security number. This is the start of a time-consuming and frustrating process. Earlier this year, Turbo Tax suspended State e-filings due to […]
Time is one of our greatest assets, yet it often seemingly passes through our lives without much thought or appreciation. One aspect of this is how little time we spend planning for our futures. Americans on average spend more time buying a flat screen TV than planning for an IRA investment for their retirement years […]
We differ from most of our competitors in several ways. You should expect a lot from your financial advisor. First, we are compensated exclusively by a flat fee paid by our clients thereby allowing us to work solely in our clients’ best interests. Our clients can trust that we have no agenda other than their […]
Your twenties are an exciting time in one’s life and also an extremely important time to set the financial foundation for the rest of your life. In your 20s you must learn to transition from a lifestyle without significant responsibilities into the “real world” making your 20s a decade of tough lessons. Whether you’re on […]
A Financial Advisor can help you to navigate your financial waters. Meeting with a Financial Advisor is an important opportunity to discuss your financial goals, any changes that may occur and when ready, prepare for retirement. Listed below are some helpful tips on how to prepare for a meeting with a Financial Advisor. Write down […]
Choosing the right age to start Social Security benefits is one of the most important decisions in your financial life. Unfortunately, most people are tempted to claim as soon as they become eligible at age 62. This strategy results in reduced lifetime benefits for you and your spouse and may have a lasting impact on […]
One of the largest trends in investment advice is coming from an increasing number of online robo-advisors. While services vary, the main service offering is an easy access investment plan and in some cases, basic financial planning advice. We certainly appreciate their fee transparency (you should always know exactly what you pay for a service!) […]
As if the fiduciary standard meme isn’t enough of a debate these days, JPMorgan hopes that nobody notices how far away they are from relative suitability. In fact, the entire JP Morgan private banker model is to shovel as much $JPM product down clients’ throats as they possibly can. Mutual funds, mortgages, trust services, credit […]
story written by fellow ACA member: Sheila Padden, Padden Financial Planning John “Jack” Bogle, founder of the $3 trillion Vanguard Group and the world’s first index mutual fund, spoke to the Alliance of Comprehensive Planners (ACP) recently in Philadelphia at our annual conference. Why did one of the investment industry’s “Giants of the 20th Century” choose […]
Everywhere you turn you hear more and more instances of identity theft. As tax preparers, we see this when electronically filed returns are rejected because someone has already filed using a stolen Social Security number. This is the start of a time-consuming and frustrating process. Earlier this year, Turbo Tax suspended State e-filings due to […]
Time is one of our greatest assets, yet it often seemingly passes through our lives without much thought or appreciation. One aspect of this is how little time we spend planning for our futures. Americans on average spend more time buying a flat screen TV than planning for an IRA investment for their retirement years […]
We differ from most of our competitors in several ways. You should expect a lot from your financial advisor. First, we are compensated exclusively by a flat fee paid by our clients thereby allowing us to work solely in our clients’ best interests. Our clients can trust that we have no agenda other than their […]
Your twenties are an exciting time in one’s life and also an extremely important time to set the financial foundation for the rest of your life. In your 20s you must learn to transition from a lifestyle without significant responsibilities into the “real world” making your 20s a decade of tough lessons. Whether you’re on […]
A Financial Advisor can help you to navigate your financial waters. Meeting with a Financial Advisor is an important opportunity to discuss your financial goals, any changes that may occur and when ready, prepare for retirement. Listed below are some helpful tips on how to prepare for a meeting with a Financial Advisor. Write down […]
Choosing the right age to start Social Security benefits is one of the most important decisions in your financial life. Unfortunately, most people are tempted to claim as soon as they become eligible at age 62. This strategy results in reduced lifetime benefits for you and your spouse and may have a lasting impact on […]
One of the largest trends in investment advice is coming from an increasing number of online robo-advisors. While services vary, the main service offering is an easy access investment plan and in some cases, basic financial planning advice. We certainly appreciate their fee transparency (you should always know exactly what you pay for a service!) […]
As if the fiduciary standard meme isn’t enough of a debate these days, JPMorgan hopes that nobody notices how far away they are from relative suitability. In fact, the entire JP Morgan private banker model is to shovel as much $JPM product down clients’ throats as they possibly can. Mutual funds, mortgages, trust services, credit […]
story written by fellow ACA member: Sheila Padden, Padden Financial Planning John “Jack” Bogle, founder of the $3 trillion Vanguard Group and the world’s first index mutual fund, spoke to the Alliance of Comprehensive Planners (ACP) recently in Philadelphia at our annual conference. Why did one of the investment industry’s “Giants of the 20th Century” choose […]
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