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.
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...
Welcome to the New Year, 2018! 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. Do You agree? If you do, here are seven ways to get you on a...
The most talked about Tax reform is finally signed into law by President Trump end of last year. The new Tax legislation is in for the current year 2018 and beyond! Well, what does it mean to you personally? Did you lose some of your past tax breaks? Or you got some...
Ensuring a steady paycheck for your lifetime after you retire is not the same as it was for your parents. So much has changed requiring you to adapt to the new paradigm. Here is what you need to know.
You could save significant tax dollars if you recently funded your kids’ college education or your own. Here is what you need to know.
Buying a home can be a very emotional decision, but you have to focus on making a financially wise decision and be sure to do your due diligence.
Building an emergency fund may be your most important financial goal. Understand why you need it, how much you should save and where to invest the savings.
Cost isn’t the only issue when it comes to taking on debt. You must pay attention to these three equally important factors.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of UNIQUE FINANCIAL ADVISORS LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.