We wish all the best to Laurel! Of course, given her active lifestyle, we know she’ll be hard to keep up with—even in retirement.
By Seth Meisler, CFA, CPA/PFS
The other night, I was reading a book to my six-year-old daughter. On the very last page, two proverbs were printed in stand-alone fashion:
Better a hen tomorrow than an egg today. – Chinese proverb
Better an egg today than a hen tomorrow. – Turkish proverb
Affiance Financial’s Andy Fishman is more than just a financial advisor. It turns out he’s a talented speaker, as well.
In this Digital Age, most of us have become familiar with the term “identity theft.” Identity theft is a type of fraud committed by a perpetrator who assumes another person’s identity through the use of confidential information. This information can include financial account, identification and Social Security numbers.
“I am trying to save money for a down payment on a house."
“I want to get out of debt. ”
“I hope I can send my kids to college.”
By Steve Lear
This article is written for the “millionaire next door”—someone who’s net worth is between $500,000 and $10M—who wishes to leave a financial legacy.
By Steve Lear
By Seth Meisler CFA, CPA/PFS
The current federal tax rates, deductions and credits may have you scratching your head. If so, you're not alone! The past two years have seen Congress apply temporary extensions to some, but not all, provisions that were set to expire.