Broker Check

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Tuesday, October 10, 2017

Investment Fees — What Non-Investment Advisors Should Understand

 

Thursday, July 6, 2017

Planning for College Without Going Broke Paying for college is one of the largest expense you will have in your life. A four-year degree can cost as much as $250,000. Most parents are wondering, “How I am ever going to pay for...

 

Thursday, June 1, 2017

According to a survey conducted by the Rebalance IRA investment management firm, 46% of people between ages of 50 and 68 believe they are not paying any fees in their retirement accounts. 19% believed they are paying less than .5%....

 

Tuesday, May 23, 2017

May is Disability Awareness Month 2 of the biggest myths about Disability That it doesn’t happen to younger people It is the result of work related accidents Statistics Over 1 in 4 of today’s 20 year old’s will become...

 

Monday, February 27, 2017

by Stephen, Jean Mathieu, Legacy Financial Solutions, Inc. & Dawn Santoriello, DS Financial Strategies One of the great challenges facing every business owner is how to get money out of their business in the most tax efficient manner...

 

Show All

Tuesday, January 31, 2017

What comes to mind when you think of protecting your house from natural disasters such as hurricanes or floods? Most would rely on their homeowner’s insurance or flood insurance to keep them comfortable and make them whole;...

 

Monday, January 18, 2016

Non Tax-Qualified Mutual Funds and Stocks Pros: Unlimited upside gains, can be sold at any time Cons: Not guaranteed. Unlimited downside losses. Any growth is taxed when sold, or each year if there are short term capital gains which...

 

Monday, January 18, 2016

There are primarily two things you should expect in a qualified plan (aka QP): First of all, they defer the payment of taxes (but they do not necessarily save taxes). Secondly, they defer the tax calculation. Let me illustrate how QP’s...

 

Monday, January 18, 2016

The 4 reasons to have a mortgage are: You don’t have enough cash to pay for the house The tax deduction The potential spread between what your money can earn and the cost to borrow money. The most important reason is to have liquidity,...