Vid's BlogOur Knowledge is Your Power
Our goal with every blog post is to provide valuable information that could benefit you.
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.
Are you thinking about converting some of your Traditional IRA money to ROTH? Here is what you need to know
How to prioritize saving in an HSA vs saving in a 401K? Do you maximize your HSA first and then start contributing to your 401K or go the other way?
If planned well, the money you save in an HSA is never taxed; Yes, never taxed – not taxed at all. Watch this short video to learn how.
Many parents mistakenly think that their kids’ financial aid eligibility will be impacted significantly if they set aside funds for college. This, in fact, one of the largest myths about college savings. Here is why.
Missing out just a few days in the last 15 years (due to market timing) could mean losing almost $5,000 vs. gaining more than $30,000.
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.
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.