Expert Insight on Financial Independence for Women
The Women’s Guide to Financial Independence
Topics
Latest Blogs
-
The Titanic: The Future Ain’t What it Used to Be
We’ve seen the warning on every investment site, in every prospectus, in every description of every mutual fund ever peddled: “Past performance is not indicative of future returns.” So it amazes me how many investors base their expectations for future investment returns on past market returns. Some base it on long-term historical returns because a…
-
Irrational Investing: You’re Not the only One Who’s Nuts
Good news! You’re not irrational, you’re human. I just came from one of the most exciting lectures I’ve ever attended. That shouldn’t be a big surprise, because Danny Kahneman, the speaker, is a Nobel Laureate. Professor Kahneman received the Nobel Prize in economics for what has become known as Behavioral Economics. Basically, his studies brought…
-
Dangerous Measures: The Fine Art of Calculating Returns
The person responsible for translating the math chapter of my book, Wealth Management, into Japanese told me, “You give me much headache.” Welcome to the math chapter. Okay, class, today we’re going to be discussing one of the most common activities for financial planners, namely, the calculation of investment returns. Accounting in some measurable way…
-
‘What a Great Company! I’ll Buy the Stock!’ How to Decide If You Really Should
If you’re managing your own portfolio, there are temptations that can lead you astray and cause you to veer away from the investment strategy you’ve settled on, and cost you a lot of money. For example: sooner or later you’re bound to hear a story about a company that’s headed for success—a great investment. The…
-
Take Advantage of the Historically High Estate and Gift Tax Exemptions
Estate Planning Services Take Care of the People You Love With all the challenges 2020 has thrown at us, it’s easy to forget that this is an election year. We’re now less than 100 days out from election day with a real chance of both the White House and Senate changing hands. No matter who…
-
Avoiding tax penalties on 529 Plan funds – not all expenses are qualified
If you have accumulated a sizeable amount of funds in a 529 college savings account, how can you get these funds out without having to pay tax penalties? If you inadvertently use funds for the wrong expenses, you will end up being taxed on the earnings, as well as levied a 10% penalty on that…
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
4000 Ponce de Leon Boulevard, Suite 850 Coral Gables, FL 33146
Phone: 305-448-8882
Fax: 305-448-1326
Office Hours: Monday through Thursday: 9:00 am – 5:00 pm Friday: 8:30 am – 4:30 pm
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
Pyramid Plaza, 3223 S Loop 289, Lubbock, TX 79423
Phone: 806-747-7995
Fax: 806-747-8569
Office Hours: Monday through Friday: 9:00 am – 5:00 pm
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
10900 Northeast 4th Street, Skyline Tower, Suite 2300, Bellevue, WA 98004
Phone: 425-658-0466