Monthly Archives: April 2017

Is It Time for a Comprehensive Planning Review?

Posted on April 26, 2017 by Brendan Lowder

When you look at your overall financial picture, what do you see? Do you see a unified, strategic, and focused portfolio with every piece of the puzzle working together to get you to a specific goal? Or, do you have … Continue reading →

Posted in Uncategorized | Leave a comment

Combining Your Finances When You Marry

Posted on April 25, 2017 by Brendan Lowder

How separate (or intertwined) should your financial lives be? Some spouses share everything with each other – including the smallest details of their personal finances. Other spouses decide to keep some individual financial decisions and details to themselves, and their … Continue reading →

Posted in Blog | Tagged , , , , , , , , , , , , , | Leave a comment

Tax Rules on Rental Property

Posted on April 13, 2017 by Brendan Lowder

The basics on capital gains & deductions. Buying or selling income property has definite tax consequences. A taxpayer should clearly understand them, whether he or she intends to acquire a property or put one on the market. A sale of … Continue reading →

Posted in Blog | Tagged , , , , , , , , , , , | Leave a comment

Are Millennial Women Saving Enough for Retirement?

Posted on April 6, 2017 by Brendan Lowder

The available data is more encouraging than discouraging. Women 35 and younger are often hard-pressed to save money. Student loans may be outstanding; young children may need to be clothed, fed, and cared for; and rent or home loan payments … Continue reading →

Posted in Blog | Tagged , , , , , , , , , , , , | Leave a comment