Did you know that the first person ever to receive ongoing Social Security benefits was a woman? Ever since Ida May Fuller received the first retirement benefit check in 1940, women have been counting on Social Security to provide much-needed retirement income. Social Security provides other important benefits too, including disability and survivor’s benefits, that [...]
What is meant by “designing an investment portfolio”? Designing an investment portfolio is the process of determining which investment vehicles will help you pursue your personal goals. First, you’ll want to identify the personal investment goals that you would like to fulfill. These goals will be closely tied to a number of factors, such as [...]
Below are summaries of some basic principles you should understand when evaluating an investment opportunity or making an investment decision. Rest assured, understanding investment terms and concepts is not rocket science. In fact, you’ll see that the most important principle on which to base your investment education is simply good common sense. You’ve decided to [...]
Basic tax planning is great, but beyond the basics there are a number of ways that you can reduce or even eliminate your tax burden. This is one of the things that we specialize in, especially when working with retirees, business owners, and our self-employed clients. The bottom line is that we help our clients develop and implement tax strategies that save them money.