Personal Finance

Jul 3rd, 2015

Finding Financial Independence for the Fourth

Ed note: Happy Independence Day! I hope you’re enjoying beautiful weather, summer food, fireworks and time with friends or family. Because we are always thinking about our clients’ financial lives, and working to help out, we have a something a little different to think about in honor of the holiday. As Americans celebrate the 4th […]

Jun 25th, 2015

Tax Tips for New Homeowners

Ed note: Congratulations on buying a new home! While it’s easy to get caught up in picking paint colors and planning where the furniture will go, don’t forget to keep track of important expenses and other home-related things that you will need at tax time. From determining how much you can afford to finding the […]

Jun 19th, 2015

Tax Consequences Of House Flipping

Ed note: Owning real estate can make your tax return a bit more complicated. Figuring taxes when you flip real estate as a side business can be mind-boggling. The most important thing to know is that it is treated very differently from regular home ownership. Here are a few more things to keep in mind. […]

May 29th, 2015

Hire and Higher: How to Get the Most From Your Company Benefits

Ed note: That first day on the job can be overwhelming. There are details about retirement plans, meeting your coworkers, filling out a thousand HR documents and pressing things like finding the bathrooms and break room. Don’t let the important new job perks get ignored in the shuffle. Here’s a brief primer. Leer en español. […]

May 7th, 2015

Move Home or Move On

Ed note: Moving back home may come with emotional baggage. But when it comes to making a decision about your finances, you have to think rationally. Put aside your feelings and use this impartial calculation to help determine whether it’s best to move back into your parents’ house or strike out on your own. If […]

armed forces
Apr 27th, 2015

Comparing Military Compensation to a Civilian Salary

Ed note: Negotiating a compensation package can be tricky. Do you ask for a larger salary, more time off, greater benefits? This is especially true when leaving the military. Many of the things military members are accustomed to aren’t part of traditional compensation models. So it’s important to those perks into account when negotiating your […]