Tag: fiduciary


The Numbers That Matter for Retirement

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 returns  to assess how much money you have right now, how much you will have, and how much you can have, based on […]

Read More

4 Steps to a Better Budget at Any Age

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 like someone told you to put your pocketbook on a diet and suddenly all you can think about are the […]

Read More

How to Tell If You Need a Human to Help Do Your Taxes

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 return and nothing complicated is going on in your life, tax software could be a good choice, says Marianela Collado, […]

Read More

Tax season surprise! 4 things you didn’t know were taxable

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 this page. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on those other sites. […]

Read More

6 Simple Questions to Ask About Your Financial Advisor’s Standards

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 doctor, your attorney, your banker, or your real estate agent. By that definition, we believe your financial planner should always act as your […]

Read More

7 Tips for Preparing Your Taxes in a Divorce

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 site point to sites beyond this page. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information […]

Read More

Reached Your Savings Goals? Here’s What to Do Next

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 site point to sites beyond this page. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on […]

Read More

Smartest, dumbest things people do with 401(k) funds

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 article here.   —– Hyperlinks on this site point to sites beyond this page. We provide these links as a convenience only and […]

Read More

On your keyboard tap enter to search or esc to close