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TIPS FOR REDUCING YOUR TAX BILL

  • Posted by Brad Bridgewater
  • On February 3, 2017
With spring comes the anticipation of warmer weather and flowers in bloom. Unfortunately, spring also finds a lot of us scrambling to answer two important questions: How do I reduce my current tax bill, and what can I do to reduce next year’s tax bill? Here are some tips to help you reduce your liability […]
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THREE SMALL CHANGES TO MAKE YOU A BETTER INVESTOR

  • Posted by Brad Bridgewater
  • On January 20, 2017
There was a time when making wise investment decisions was a much less complicated process. You stashed away some money in your 401(k) and maybe invested in CDs or savings bonds that offered modest but consistent returns. But modern financial markets and the nearly limitless choices they offer have made investing more complex and raised […]
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THE RIGHT WAY TO SET A BUDGET

  • Posted by Brad Bridgewater
  • On December 21, 2016
The holiday season and the approach of a new year often bring about resolutions to make improvements in our daily lives – healthy eating, spending more time with family, or exercising on a regular basis. One of the most common goals is an improved financial situation. For some, that means spending less and saving more, […]
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THINGS YOU CAN CONTROL IN YOUR FINANCIAL PLAN

  • Posted by Michael Kane, CFP®
  • On December 2, 2016
Just as a successful flight includes many complex and moving parts, an effective financial plan requires several considerations. When approaching the construction of a financial plan, you will learn that there are things that you have a great deal of control, things you have some control, and also things that you have no control over. […]
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5 CONSIDERATIONS FOR TAKING CARE OF AGING PARENTS

  • Posted by Michael Kane, CFP®
  • On November 18, 2016
We speak with many clients who have one or more children of their own and who are also be helping to care for their aging parents. This assistance can include time, financial support, and even various forms of guardianship. It goes without saying that these commitments can create an emotional and financial strain on any […]
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MANAGING FINANCIALLY DEPENDENT ADULT CHILDREN

  • Posted by Brad Bridgewater
  • On November 11, 2016
In late 1997, a regional investment management firm held a well-attended forum for its ultra-high-net-worth clients on “The Responsibility of Wealth.” The highlight of the forum and the focus of several expert speakers that day was the importance of careful planning for the transfer of wealth to a family’s younger generations. Attendees were advised not […]
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6 TIPS FOR MAKING SMART FINANCIAL DECISIONS

  • Posted by Michael Kane, CFP®
  • On October 21, 2016
Just like the fields of aviation and technology, the world of finance is complex and constantly evolving. Throughout your life, you’ll have to make key decisions that can significantly impact your financial future. Because every individual has different needs, goals, and priorities, there is no ‘one-size-fits-all’ answer when it comes to managing your money, but […]
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ARE YOU GAMBLING WITH YOUR INVESTMENTS?

  • Posted by Brad Bridgewater
  • On September 30, 2016
Recency bias is one of a long list of behaviors that lead people to make decisions they might not otherwise make after more thought and reflection. Other examples of these biases are groupthink, impact bias, and the gambler’s fallacy. Recency bias is the tendency, based on human nature, to rely heavily on the latest data […]
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MEDICARE OPEN ENROLLMENT – PITFALLS AND OPPORTUNITIES

  • Posted by Michael Kane, CFP®
  • On September 6, 2016
If you’re like most people, the information you receive about Medicare through the mail, from insurance agents, or talking with friends, family, and co-workers is confusing! And the abundance of conflicting information can leave you anxious, worrying that you’ll do the wrong thing like miss a key enrollment period or incur hefty penalties.   DO […]
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FIDELITY BROKERAGELINK: DESIGNED FOR SAVVY INVESTORS WHO WANT MORE CHOICES

  • Posted by Michael Kane, CFP®
  • On August 31, 2016
Are you a savvy 401(k) investor who prefers to do your own investment research? If so, Fidelity BrokerageLink could be a useful tool for you. WHAT IS BROKERAGELINK? Fidelity BrokerageLink is an additional trading platform offered by Fidelity Investments to many of their 401(k) plan participants. It is a self-directed brokerage trading option that offers […]
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