Start Planning to Reduce Taxes Now

     Now that it's tax season, it might be a good idea to start planning to reduce taxes right now by reviewing your IRS Form 1040 with your financial advisor or tax professional.  A review of Form 1040 can reveal opportunities to save on…

Read More

Socially Responsible Investing

     Many investors today have chosen to combine their desire for growing wealth with their interest in doing good in the world.  This is known as Socially Responsible Investing (SRI) defined by the US Social Investment Forum as "an investment…

Read More

The Price Caregivers Pay

     November is Long Term Care (LTC) Awareness Month.  For most people, the discussion about LTC most often revolves around insurance and whether it's worth the money to buy a long term care policy.  However, there is another cost of…

Read More

Mutual Fund Taxes Are a Drag

     An often forgotten element of mutual fund investing is that every year about this time funds will distribute capital gains and dividends to the the fund's shareholders. In some cases the capital gain distribution can be as much as…

Read More

Second Opinion Service

          How long has it been since you've had someone who is not your current advisor review your investments? Just like medicine, sometimes it makes sense to get a second opinion about your money.  If you would like an objective, no obligation,…

Read More

How to Make it in the Freelance World

     Whether you think it's a good thing or not, it looks like the freelance economy is here to stay.  In a study conducted by Freelancers Union and Elance-oDesk, 53 million or 34% of the workforce are currently working as freelancers. …

Read More

Start Planning to Reduce Taxes Now

     Now that it's tax season, it might be a good idea to start planning to reduce taxes this year right now by reviewing your IRS Form 1040 with your financial advisor or tax professional.  A review of Form 1040 can reveal opportunities to…

Read More

Time to Re-Risk Your Portfilio

        If there is one thing that has been the subject of more speculation than Federal Reserve's interest rate policy, I'd like to know what it is.  Unfortunately, all the talk has been such a distraction that many investors…

Read More