Vid's Blog
Our Knowledge is Your Power
Our goal with every blog post is to provide valuable information that could benefit you.
Roth Conversions: Creating Flexible Income in Retirement
Roth conversions can work very well to create flexibility in retirement income streams and streamline estate planning. Careful deployment can minimize the tax hit during the conversion phase.
Is One Million Dollars Enough for Retirement?
One of the most common numbers that come to people’s minds when they think about retirement is one million dollars. But what if we told you that $1,000,000 may not be enough in today’s world?
Cash Flow Planning for Mid-career Professionals
As your financial journey unfolds, your goals will evolve, and your resources often increase. Ensuring that your planning matches your life stage is critical to growing wealth and staying on track.
Understanding the Fee-Only, Fiduciary Advisor Model
Fee-only, fiduciary financial advisors can help you build your wealth at any stage, for any goal – and you’ll always know they are acting in your best interest.
Three Dangerous Pitfalls of Mutual Fund Investing
Are mutual funds still the best option for your portfolio? Or there are any alternatives? That is the real question today’s Investor needs to ask.
Five Money Moves to Make in 2022
Spending some time putting the basics in place gives you a good foundation to make the money resolutions that are easy to keep. Start your new year, 2022 with these five money moves.
Should You Buy or Rent?
The decision between renting and buying can be as simple as running the numbers and seeing which option is most cost-effective, but we all know decisions—especially financial decisions—require personal consideration.
Managing Investments Means Managing Your Emotions
Keeping emotions out of investing is easier said than done. But being aware of your financial situation, understanding the purpose behind your investments will help you manage emotions and stay aligned with your overall investment strategy.
Your Year-End Financial Planning Checklist
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.
Save or Take a Loan for Kids’ College Education?
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 – The Essential Instruments
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.
Your Holiday Wellness Plan Comes Down to Avoiding Stress and Taxes
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.
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.
