Financial New Year’s Resolutions

I hope everyone is planning a New Year’s resolution. Even though according to U.S. News, about 80% of resolutions fail by the second week in February, it is still a good process to go through and you just may be that 20% that make it longer. For 2018, my resolution is to eat healthier, mainly by […]

What is Bitcoin?

Bitcoin is a decentralized digital currency (cryptocurrency). It is not controlled or regulated by a government or central bank and doesn’t need a middleman like a bank to transfer between users. Bitcoin has been the trendsetter and most well-known cryptocurrency, but others include Litecoin, Ethereum, etc. While they all work slightly different and use varying […]

Four Year-End Tax Tips

With the end of the year fast approaching, let’s remember that we still have time to save on taxes. Even though Washington D.C. is fighting it out to see what our future tax code will look like, we know the rules today and we can take steps now to help us for tomorrow. Here are […]

The Magic of Tax Planning

While people like to focus on what “hot” stock to purchase or the next “get rich” investing scheme, we like to focus on the tried and true principles of financial planning, and a BIG one is tax planning. Let’s start with a concept called Asset Location, which the Vanguard Group study “Putting a Value on […]