10 Jun

Little-known 529 Plans

By John

President Obama's aborted attempt to tax 529 plans may end up being a boon to the state-run college savings plans.

Widespread outrage at the proposal he floated in January - from both Democrats and Republicans - brought it down two weeks later. But all the nationwide media attention the college savings plans received gave them a much-needed boost in publicity.

03 Jun

A Financial Checklist for 20-Somethings

By John

Getting started on retirement saving and repaying high-cost debt can pay huge dividends in the long run for new college graduates

You have graduated from college and landed a job. Planning for retirement may seem like a distant concern, and paying off your debts may feel like a monumental task. But now is the time to make some crucial financial moves that could pay off handsomely in years to come.

06 May

Rethinking the Shift-to-Bonds Strategy

By John

In case you missed it, here is the article that I was quoted in: Rethinking the Shift-to-Bonds Strategy, by Karen Weise and Carol Hymowitz, Bloomberg Businessweek, The Investing Issue.

06 May

9 Commonly Overlooked Tax Deductions

By John

Found a list of the most-overlooked tax deductions on Kipplinger and pulled some of the ones that you are most likely to encounter. Hope it helps.

Break on the Sale of Demutualized Stock

06 May

POTUS Calls for Higher Standards on Brokers Giving Retirement Advice

By John

President Obama is calling on the Department of Labor to crack down on the fees charged by brokers and financial advisers who consulting retirement savers.

06 May

Number of Financial Advisors Falls for 5th Straight Year

By John

The number of U.S. financial advisers fell for the fifth straight year as the industry suffers a continuing wave of retiring veteran advisers, according to a report published Wednesday (Feb. 18, 2015).

There were roughly 285,000 financial advisers in 2014, a 1.9 percent drop from 2013, according to a report by the Boston-based research group Cerulli Associates. The industry has lost more than 39,000 advisers, roughly 12 percent, since its peak in 2008, when there were 325,000 advisers.

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