Blog

It seems like people talk a lot about money right around tax season. It is a common frustration to prepare taxes and complaining about it can actually bring people together. Whether you are frustrated with the need to collect all of...

Generosity and Your Legacy

Gaston G. Escudero

Tuesday, March 14, 2017

March is upon us and there is so much information and news in the beginning of this year that it is easy to get distracted from our intentions for this year. It is too easy in todays’ world to get distracted from not only your...

It is commonly held, at least when it comes to rollercoasters and the stock market, that whatever goes up, must come down. This most recent surge in prices is no exception. We may be near the end of this very long bull run that has...

Planning for retirement income is hard. When it comes to Saving for retirement, everyone seems to have an opinion on the best hot stock pick, the next tech stock, the right mix of bonds/stocks, etc. The media is not short on ideas and...

There’s no question that preparing your tax return can be a daunting challenge. And the more complex your finances, the more complex your tax return. Whether you prepare your own return or work with a tax professional, there are...

Knowing which financial and personal paperwork to keep or toss is very important. Here’s a suggested timeline for keeping/shredding documents. Documents which should be kept indefinitely—in a secure location: Birth/death...

Are you familiar with the “Law of Losses?” Understanding how this principle works can be critical to pursuing your long-term investment and retirement goals. The principle is based on the fact that a percentage loss hurts...

We are definitely in the thick of election season. Investor doubts may seem especially prevalent during presidential election years when campaigns spotlight the country’s challenges. Yet even with election year rhetoric...

When you are two to ten years out from retirement, there are key things to think about and plan for. First and foremost, you should evaluate your expectations, expenses, and assets. After this, you can plan your upcoming retirement by:...

Remember the 2015 IRS data breach? It’s estimated to have impacted more than 334,000 taxpayers with breached records used to file fraudulent tax returns, according to the IRS. Nearly $50 million in refunds were stolen before the...

Every dollar counts in retirement-which is why staying in the lowest possible tax bracket is so important. Unfortunately, doing so is increasingly tricky today because today’s narrower brackets leave little room for error. The...

Life moves quickly. That is why it’s important to keep beneficiary designations up-to-date and accurate after every major life event in your family. Ensure your wishes are carried out by identifying your accounts with beneficiary...

Recent enhancement to 529 education savings plans, like the inclusion of computer technology and equipment as qualified expenses, and the ability to recontribute eligible, refunded expenses without penalty, make these plans more...

There’s no question that periods of increased market volatility can be unsettling for investors. However, the decisions you make now—choosing to stay the course or move to the sidelines—can have long-lasting...