Category Archives: investing

January 20, 2019

Splitting Investment Income on Tax Returns

When a joint investment account is divided, the financial institute will use only one Social Security number to report the earnings and thus only one 1099 will be issued for that account. For example, following their divorce, Dick and Jane Continue reading…

June 1, 2018

Top Tips to help you Thrive Financially

Categories: Budgeting • Divorce • Finances and Divorce • Financial Goals • investing • Money and Divorce • Money and Finances

Your divorce is over. It’s time to start sorting through all the things you need to do, to get your financial life in order. Here are just a few tips to help you thrive financially, as you move into this Continue reading…

July 27, 2016

Emotional Decision-Making When Markets are Volatile

Categories: Financial Goals • investing • Money and Finances

There’s no question that periods of increased market volatility, like we have seen recently, can be unsettling. However, deciding to move to the sidelines versus staying the course can have long-lasting implications. In fact, making emotionally-based decisions in regard to Continue reading…

May 3, 2016

Investing in yourself can be the most profitable investment that you can make.

Categories: investing • Money and Finances

While we financial advisors need to know a lot about numbers, we often use some shortcut “rules-of-thumb” to make quick estimates. Two of those rules-of-thumb are the Rule of 72 and the Rule of 115. The rule of 72 is Continue reading…

April 27, 2016

Invest in Yourself

Categories: investing • Mental Health

Is money a little tight and it seems you’ll never get ahead in life? Perhaps it’s time for you to invest in yourself. In fact, investing in yourself can be the most profitable investment that you can make. Three possible Continue reading…

March 29, 2016

No Fooling! April is Financial Literacy Month

Categories: Budgeting • investing • Money and Finances

Did you know that there is a National Financial Literacy Month?? Well, there is! The powers that be have selected April to be the Financial Literacy Month. Why April rather than July probably goes to the fact that so many Continue reading…

March 15, 2016

Getting Help After Divorce, Part 1 – How Does Financial Planning Work?

Categories: Budgeting • Divorce • Finances and Divorce • investing • Investments and Divorce • Money and Divorce • Money and Finances • Taxes and Divorce

Once you have completed your divorce, the list of things to figure out can be daunting. It can be easy to push off those things that don’t seem to affect your daily routine. Some of those things that you have Continue reading…

February 17, 2016

Investing 101 – Stock Basics