In the process of financial planning for retirement, we work with a lot of different statistics and formulas to get you the information you need. We analyze your income, investments, savings and [...]
Whether you’re 21 or 51, sometimes the word budget connotes a cringe-worthy adult chore that seems like the opposite of what you want to be doing – living life to its fullest. Budgeting may feel [...]
Marianela Collado shares tips with nerdwallet.com about how to tell if you need a human to do your taxes. She said: “If all of your income came from your employer, you’re not itemizing on your [...]
On November 11, Marianela spoke with Professor Kent Smetters on the Wharton Business School’s Business Radio last month. Read more about the episode here.
CEO and Senior Financial Advisor, Marianela Collado, sheds light on the income sources you didn’t know were reportable income in USA Today. —– Hyperlinks on this site point to sites beyond [...]
Anyone given the power to act on behalf of another person in highly sensitive situations that require the utmost care and integrity may be called a fiduciary. Some favorite examples include: your [...]
Changes to the tax plan have been a hot topic in 2017. What is store for those who pay the Alternative Minimum Tax (AMT)? Marianela Collado discusses the fate of the AMT in USA Today. —– [...]
Even without considering finances, divorces are not an easy time for anyone. Molly Burton shared tips with NerdWallet to help your prepare for taxes during your transition. —– Hyperlinks on this [...]
When you’ve reached a point of financial stability, how can you continue to improve? Marianela discusses the importance of insurance in this article in NerdWallet. —– Hyperlinks on this [...]
What mistakes do people make often with their 401(k)’s? How can you take advantage of the benefits of 401(k) funds? Marianela Collado discussed Roth to IRA conversions with CNBC. Read the full [...]
