By John Drachman Jim lives in Virginia for a company in North Carolina. When filing his Virginia taxes, he can reduce his tax liability in his home … [Read More...] about Teleworking Can Be Doubly Taxing
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We match investors with Financial Advisors from around the country based on an investor's needs and the advisor's specialties.
Should You Buy the Dips?
By Lee Sherman Most financial advisors will tell you to take the long view with your investment strategy, and staying the course is sage advice … [Read More...] about Should You Buy the Dips?
7 Year-End Tax and Financial Planning Tips
By Phil Weiss It’s hard to believe we’re halfway through 2021’s fourth quarter. The clock is ticking on the 2021 tax year. Here are some strategies … [Read More...] about 7 Year-End Tax and Financial Planning Tips
Understand the Limitations of Zero Commissions and Fractional Shares
By John Drachman Whether you are looking for a 100-share round lot, a single or a fractional share, a financial professional is ready to make your … [Read More...] about Understand the Limitations of Zero Commissions and Fractional Shares
Should You Turn Your Vacation Home into an Airbnb?
By Lee Sherman If you've got a vacation home in a place like Lake Tahoe or Hawaii that sits empty for much of the year, it might be time to … [Read More...] about Should You Turn Your Vacation Home into an Airbnb?
Happy Thanksgiving!
We wish everyone a wonderful Thanksgiving full of family, friends and peace. There is much to be thankful for and we hope this holiday you all get to … [Read More...] about Happy Thanksgiving!
LGBTQ+ Prep for Parenthood’s High Cost
By John Drachman The LGBTQ community is experiencing a baby boom. Some 80% of LGBTQ people aged 18 to 35 are already parents or are thinking … [Read More...] about LGBTQ+ Prep for Parenthood’s High Cost
How to Vet Your Advisor Short List
By John Drachman Congratulation! After a period of reviewing recommendations from friends, family, and online services like … [Read More...] about How to Vet Your Advisor Short List
You Cannot Lose Money by Taking Profits
By MyPerfectFinancialAdvisor One of the most well-known Wall Street maxims is “Bulls and bears make money and pigs get slaughtered”. It means if … [Read More...] about You Cannot Lose Money by Taking Profits
The Trouble with Free Advice
By MyPerfectFinancialAdvisor The trend of “free advice” that is being offered by banks, fund companies, credit unions and likely soon fintech … [Read More...] about The Trouble with Free Advice
Roll Over Your IRA the Right Way
By Lee Sherman You may think of your retirement accounts as untouchable, quietly growing your nest egg so that you can live off them when you … [Read More...] about Roll Over Your IRA the Right Way
Beware Pundits and Others Bashing Financial Advisors
By MyPerfectFinancialAdvisor There is an old saying “all boats rise at high tide”. It seems with the markets at all-time highs, recently rich … [Read More...] about Beware Pundits and Others Bashing Financial Advisors
