Vid's BlogOur Knowledge is Your Power
Our goal with every blog post is to provide valuable information that could benefit you.
Before the gift buying, travel arrangements, and party planning gets into full swing, here is a checklist tp help minimizing your taxes and setting up your savings so that you can have carefree holiday seasons in the years to come.
Providing an education so that they can get started in life as debt-free as possible seems like the best thing you can do for your kids – but it’s not that simple. Here are various options you have when thinking about saving for your child’s education.
Estate planning is about protecting yourself and your people. A thoughtful plan can ensure that your feelings about religion, medical care, what types of treatments you’ll receive are respected if you are not able to speak for yourself.
We’ve identified a few ways to manage holiday stress, keep your budget in line, and experience the joy of giving in a tax-advantageous way.
Tax laws change frequently, and different types of Retirement income are subject to different tax treatments. In this article, we cover five things you need to know about taxes as you transition into your golden years.
There is no better time than now to reflect on how you have been managing your finances, and perhaps begin the New Year with a commitment to do a deep-dive financial analysis.
When you consider rolling over retirement funds, two most types are often discussed: 1) “Direct” Rollover, 2) “Indirect” Rollover. Here’s the difference.
Saving in a 529 plan for your child or a grandchild has become more attractive with the recent tax law changes. This short video will explain two such advantages that you must know if you’re thinking of 529 plans.
SECURE Act changed how you pay taxes on inherited IRAs – Specifically, if you are a non-spouse beneficiary. Here is what you need to know
Do low Mortgage rates entice you to buy a new house or refinance an existing mortgage? Here is what you need to know.
Time is running out for tax planning for the year 2019. Consider these 3 most important factors to help you strategize
Most financial advisors offer a free initial consultation. Here are the 3 most important questions to ask your prospective financial advisor during such consultation.
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.