Archive - March 30, 2017

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Moving from “tax” prep to “life” prep
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Five Easy Pieces of Investment Advice

Moving from “tax” prep to “life” prep

At this time of year, everyone becomes a master at document gathering.  There is a shoe box or a filing system or a folder on your laptop to hold all the tax-related documents which are needed to complete your income tax returns.  It requires a diligent attitude to ensure nothing has been neglected or omitted which is important to the outcome of the bottom line.  Once the taxes have been submitted for the year, there is always a sigh of relief in getting to completion.

Before you pack everything up and put it away for another year, take a step …

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Five Easy Pieces of Investment Advice

by Eve Kaplan, CFP(R) Professional

Here are Five Easy Pieces of Investment Advice that can s-t-r-e-t-c-h your investment dollars. The first 3 “Pieces of Advice” are connected. It’s a good practice to verify if your broker or advisor is following these tips or not (I’m always amazed to see how many money managers disregard these commonsense ideas and cost their clients more money):

  1. Location, Location, Location

Different types of investments fit better in taxable accounts (funded with after-tax money) vs.  tax-deferred accounts (e.g. IRAs, 401ks) vs. accounts that never will be taxed (Roth IRAs or Roth 401ks). While one investor …

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