It’s important to know the differences between retirement options. In this video, I discuss the key points you should know about 401(k)s and 403(b)s. 401(k) vs. 403(b): The Similarities Both plans allow for pre-tax contributions, they allow for employers to match a contribution, they both make you wait until 591/2 to draw from them without […]
Why Active Investing Fails
Why Active Investing Fails: Trying to Beat the Markets News travels fast, and managers who were once able to capitalize on the successes or failures of a company are now competing with computer models and, believe it or not, artificial intelligence. Competition is so great it is difficult to win consistently over a long […]
Tax Changes Affecting Physicians
If you are a physician or are in another high-earning field, you may be wondering how the new tax changes will affect your money. Here are three main changes that may affect you, and how to handle them: Tax Bracket Reduction First and foremost, your tax brackets have changed. If you earn between $200,000 […]
How the New Tax Law Affects New Hampshire
The Tax Cuts and Jobs Act is now in effect, and it brings some specific concerns for the Granite State. If you live in New Hampshire, here are what some of the changes mean for you: Standard vs. Itemized Deductions The new tax law caps deductions for state and local income and property taxes […]
2017 – An Economic Review
2017 was marked by some record-breaking highs, shocking news stories and trends that will impact your year ahead. Here is an economic review of the past year and how those events will play a role in 2018: Markets at an All Time High Back in January, the Dow Jones industrial average broke 20,000 for […]
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