Tag Archive: Financial Planning

Market Month – January 2016

The Markets For equity markets around the globe, the start of 2016 can easily be described as rocky at best. The volatility has been fueled by continuing uncertainty and worries over the effects of declining oil prices and a plummeting Chinese stock market. While these issues have been around for quite a while, it almost …

Continue reading »

Market Volatility – Our Thoughts

I would begin by saying Happy New Year but, unfortunately, in the financial world this new year has been anything but happy. US equity indexes are off to their worst start in history, with the S&P 500 Index down more than 8% since the ball dropped in Times Square less than 3 weeks ago. Similar …

Continue reading »

From Riches-to-Rags: Why 1 in 6 NFL Athletes End Up Bankrupt

Footbal image article

Did you know one in six NFL players end up bankrupt? Hard to believe, right? According to a recently released study from the National Bureau of Economic Research, they found that 16% of NFL players end up filing for bankruptcy within 12 years of leaving the league. A secure, comfortable retirement is every worker’s dream, …

Continue reading »

It’s not too late for a few year-end Tax Saving tips!

As the weather turns colder and the end of 2013 approaches, there is still enough time to do some year-end tax planning so that you can hopefully keep as much of your money in your pocket, rather than sending it off to Washington next April. Here are 3 tax savings techniques that may help you …

Continue reading »

Year-End Ideas for Owner-Only Businesses

There is still time to establish a plan for the current tax year and take advantage of deductible contributions, but the deadline is very close. Owner-only businesses have until December 31 to establish 401(k), Profit-Sharing, or Defined Benefit Plans. Funding may be completed next year, by the business’ tax filing deadline, including extensions Savings Goal: …

Continue reading »

Baffled by College Costs? Me Too

It’s a conversation many of us have over the dinner table or with our colleagues at work: “I can’t believe the cost of college.” It is a very reasonable statement when you consider that many private colleges cost $40,000+ per year. My alma mater, New York University, is now over $50,000 per year. The question …

Continue reading »

Older posts «