Tagged with Capital Gains

HOW TO VET A FINANCIAL ADVISOR

HOW TO VET A FINANCIAL ADVISOR

I have worked in the financial services industry for over 30 years.  What I have learned is that it is very difficult for the typical consumer to distinguish between a good financial advisor and a bad one. A bad financial advisor could cost you hundreds of thousands of dollars over the course of your relationship.  … Continue reading

THE COST OF WAITING

THE COST OF WAITING

In today’s busy world, people often are reacting to things that are urgent but not necessarily vital.  One of those vital areas is retirement planning.  We meet people every day that are within 5 years of retirement and still putting off planning.  I believe they do this because they think there is very little to … Continue reading

KEEPING WHAT YOU MAKE, A TAXING ISSUE

With April 17th right around the corner, many people have taxes on their mind. What people don’t realize is that we are in one of the lowest tax rate environments that has ever existed. The top tax rate for an individual is currently at 35%. The capital gains rate is at 15%. To give you … Continue reading