The tax code is littered with little-known rules that apply to only certain people at certain times. If you have been acquiring company stock as part of your retirement plan, you may want to use this strategy to save on taxes.Read More
The FNC blog will cover a variety of personal finance topics relevant to retirees, small business owners, affluent families and young professionals. We discuss the topics that are most relevant to our clients and look to answer some of your most common questions.
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After spending years reinvesting profits into the growth of a business, entrepreneurs want to minimize taxes while maximizing retirement savings beyond a 401(k). Recently, cash balance plans have been the answer. Should you consider one?Read More
2008 provided us a fantastic case study for how not to plan for a recession, with hundreds of thousands of people losing their jobs while simultaneously racking up unsustainable debt levels. Use this checklist to ensure you are ready!Read More
Now that the year is wrapping up, it’s a good time to start evaluating where you stand against your saving goals. The two biggest expenses that you likely will have are your retirement and college expenses. Thus, I want to...Read More
Have you accomplished all of your New Year's Resolutions? With 5 months remaining in 2017, there is still time! At the beginning of each year, I sit down to hit the reset button and create a variety of goals that to pertain to the...Read More
Many Celtics fans (us included) were furious with Danny Ainge when he traded the #1 pick in the NBA Draft and then missed out on trades for prized players such as Jimmy Butler and Paul George; however, now that the dust has settled...Read More
After a divisive 2016 election, find out how you can use your investment dollars to support the causes you care about most.Read More
Every now and then, I try to pick up a book like this in the self help/motivational genre. Once you have read a few of these, they can get a bit repetitive. When the author is taking broad strokes across several types of industries,...Read More
College will cost your child hundreds of thousands of dollars- are you prepared? Check out our webinar discussing what to consider- from scholarships, to financial aid, to funding options and Kiplinger's "Best College Values" list.Read More
Is taking a year off from work possible? In a word, yes. Is it a good idea? That depends. Read this entry to prepare for your potential sabbatical.Read More