Is ignorance really bliss? Let’s explore more of the common sayings that are meant to enlighten us, but just leave us scratching our heads.
The ins and outs of restricted stock grants and what you should know about how to best handle them for maximum output.
There is quite a bit written about the retirement crisis in America. Do you ever wonder if there is a crisis?
What do loan applications, pies, Teddy Roosevelt, and Minotaurs have in common? Well, you will have to check out Thad Schlaud's latest blog to find out!
You read that right. There is not one, but two 5-year rules for Roth IRAs. While that may sound confusing, in his latest financial planning blog, Thad Schlaud breaks down what these rules are, how they work, and when they may be relevant to you. Take a look!
In any retirement plan three of the main components are lifestyle readiness, investment performance, and debt strategy. If any one of these things are off track, it can have a significant influence on your retirement plan; or at least, your perception of your retirement plan. So, join Nick Pagano this week as he discuss possible ways to strengthen your financial plan, allowing you to sleep more soundly.
This week Thad Schlaud discusses the recent headlines created by United, what it may mean for United shareholders, and the what and how behind the volatility we see in the market today. Join him for the latest installment of his weekly blog!
Join Nick Pagano this week as he kicks off a new Gainplan blog series on Behavioral Finance. A subject that – whether you realize it or not – affects you every day. Pay close attention, as Jeff and Thad will look to add to Nick’s initial thoughts throughout the rest of the year.
The April 18th tax filing deadline is almost upon us. It is a day that cannot come quick enough for some, and others wish would never arrive. Many people find themselves looking for last minute solutions to reduce their tax bill. There are not many, but there is one simple option that is often overlooked.
For retirees, Social Security is a primary source of income and a vital piece of their financial plan. I think it is sort of like Monopoly; every time you pass go you collect $200 dollars. Unfortunately, social security is not quite that simple. There are a number of nuances and limitations. Today I am going to talk about social security and taxes.