Vid's BlogOur Knowledge is Your Power
Our goal with every blog post is to provide valuable information that could benefit you.
Spring is traditionally the time to clean the garage and to get the yard in shape. It’s also a great time to clean up your investment portfolio. Going into the final days of tax season, this is a perfect opportunity to get rid of clutter, review your asset allocations and make the necessary changes if your portfolio has strayed from your financial plan.
Here are seven steps to making your portfolio cleaner and more efficient.
End of the year is the best time to reflect on how you have been managing your finances, and perhaps begin the New Year with a commitment to improve. If you agree, here are seven ways to get you on a firm financial footing. Let’s discuss.
While the future of Social Security may be uncertain, it is essential to understand the facts about Social Security. Let’s explore the seven biggest myths circulating today about Social Security to set the record straight.
Estate planning is an intimate subject. At a minimum, basic estate documents such as wills, financial power of attorney, medical power of attorney should make it to everyone’s must-have list.
Which is more important – Retirement or College Savings? As you debate the question, you’ll be flooded with a lot of emotion. Let’s examine both sides.
Assuming a $1 million Retirement nest egg and the 4% withdrawal rule, is $100,000 Retirement income annually really doable? Let’s do the Math.
If you’re saving for your child’s higher education and thinking about the 529 Plans, here are the answers for the 7 most frequently asked questions.
Very broadly speaking, every 10 years or so, work with Your Financial Advisor and Estate Attorney to ensure your Estate Documents are accurate and current. Let’s discuss:
Thinking of a Second Home? While the idea sounds enticing, fulfilling this dream requires attention to detail and a firm vision of your long-term goals.
Your financial advisor is a great source to sort through many of your major life decisions. All you need to do is a quick call, or an email letting you Advisor know before things happen: He or she can then help you think through your options so that you can continue on your path to success – on your terms.
Across the country, students are finishing their high school, college, and even graduate school lives, after years of hard work, stress, excitement, and even some boredom. Congratulations, Graduates! What are your next steps, financially?
Land a great new job? Awesome. Now is the perfect time to think about your 401(k) and retirement plan, whether you had one before or not. Saving for retirement is important at all ages, so don’t let this opportunity fall to the bottom of your list. Here are few tips...
When it comes to long-term care planning, I often heard - "long-term care may not be necessary and I will cross the bridge when I get to it". This, in fact, is a dangerous myth as I mentioned in one of my previous posts. So, here you go - All You need to know about...
When planning for retirement, thinking ahead can spell the difference between a successful retirement with enough money and a stressful one with difficult decisions that you don’t want to make. Here are 7 retirement considerations that every investor should think...
Sometimes it’s hard to ask for help and you think you can – or should – handle things yourself. Whether it’s taking care of a nagging injury, fixing the sink, changing the oil in your car or doing your own taxes. The same questions often arise about finances and...
From Our Founder, Vid
My Quest for Unbiased Advice led me Here
Flashback: I was 40. My wife and I were busy with our careers and three children. Our financial accounts were scattered. We were paying a lot in income taxes. We had conflicting financial goals: Spend on the car we like, spend on family vacations, save for our dream home, save for our kids’ education or save for retirement.
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