Vid's Blog
Our Knowledge is Your PowerOur goal with every blog post is to provide valuable information that could benefit you.
Lessons to learn from Aretha Franklin’s lack of Will
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.
College Savings or Retirement: How to choose?
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.
How Long Your Retirement Savings Last
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.
What You Need To Know About 529 Plans
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.
What to do when your Estate documents are old?
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:
What to Consider When Considering A Second Home
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.
8 Practical situations a Financial Advisor can help you
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.
What recent graduates (and their parents) need to think about
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?
All You Need To Know About 401(K) When Switching Jobs
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 to...
What You need to know about Long-Term Care
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...
7 Considerations for a Successful Retirement
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...
5 Signs You Need A Financial Planner
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...
The Good, Bad, and Ugly of the Tax Reform
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...
How to ensure Retirement Savings last your lifetime
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.
4 Ways to Save on Taxes When You Fund Higher Education
You could save significant tax dollars if you recently funded your kids’ college education or your own. Here is what you need to know.
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.
