Category: Education

Your Money, Your Behavior

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.

Categories: Education, Industry Ideas

Taxes, Taxes, Taxes

Wayne Bell-Warren

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.

Categories: Education, Industry Ideas

Social Security and Taxes

Thad Schlaud

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.

Categories: Education, Industry Ideas

Are You Being Educated or Sold?

How can you tell the difference of being educated or sold? Why is it important to know the difference? And, how might this affect your daily life? Nick Pagano looks to answer these questions and more when explaining fiduciaries in his latest blog.

Categories: Education, The Market

Starting the Year Right, Part I

As we kickoff a new year, Nick Pagano has brainstormed a financial planning checklist that you may find helpful. This week we reveal the first half of Nick’s list with the second installment to follow next week. If you’ve ever wondered how you can help yourself, check out the suggested steps below!

Categories: Education, Family