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Tag: Accumulator

September 30, 2020
Substantial tax changes are expected if Biden is elected.

How Would Biden’s Tax Proposal Impact America’s Top Earners?

With a presidential election on the horizon, it’s important to examine how Biden’s tax proposal may affect America’s top earners. Financial advisor Justin Smith takes a high-level look at Biden’s tax proposal to give you a concise overview.

September 2, 2020
How do you teach a fifth grader about personal finance

Are You Smarter Than a Fifth Grader?

How do you teach a fifth grader about personal finance? Financial advisor Maureen Wright outlines several creative examples she used in her Zoom presentation to a fifth-grade class.

September 2, 2020
3 Minutes to Assess Your Overall Financial Health

3 Minutes to Assess Your Overall Financial Health

This assessment helps to highlight potential financial strategies, identify needless risk, and capitalize on available opportunities to closely align your actions with your ideal future.

April 8, 2020

Focus on Your Health, Wellness, and Family – but Don’t Forget Your Estate Plan

With many of us working from home due to the COVID-19 virus, now may be the perfect time to get your financial affairs in order. Dominick Parillo shares a few […]

March 17, 2020
Market Declines

The Market is Down – What Can You Do?

A sharp market decline can be terrifying, especially if you’re approaching or in retirement. But even a bear market can present opportunities for investors. Here are 10 possibilities. “Panic is not […]

Cents of Self
February 6, 2020
Working Mom

Tax Planning for Working Families

If you are a working parent, gathering documents and filing your income tax return is probably just one more thing added to an already busy schedule. However, taking time to make a plan and expand your tax knowledge will often result in paying less tax this year and in future years.

September 30, 2019
Generation X Sign

Gen Xers: The Forgotten Generation. . . Until Now

As a financial advisor, it’s easy for me to focus on helping people who I perceive to need it the most. These individuals tend to be close to retirement (1-3 […]

White Papers
March 15, 2019

Forward-Looking Returns

Learn more about Modern Portfolio Theory and how we developed our investing methodology.