Stock Market 101
By Co-Founder & Chief Evangelist Brent Weiss, CFP®, ChFC® & Chief Financial Officer Lisa Rapuano What it is, how it works, and how to use it What
05/20/2021
Category: Blog
5 Money Moves for Professionals Making 6 Figures
By Co-Founder & Chief Evangelist Brent Weiss, CFP®, ChFC® Reaching a New Level of Income Requires a New Level of Planning Key Takeaways: You have the
05/11/2021
Your Money AND Your Life
By Co-Founder & Chief Evangelist Brent Weiss, CFP®, ChFC® The Truth Behind the Meaning of Money Key Takeaways: Money is rooted in a 10,000+ year history
04/28/2021
The Psychology of Financial Planning
By Co-Founder & Chief Evangelist Brent Weiss, CFP®, ChFC® The Missing Link to Living Well The CFP Board, the governing body for CFP® Professionals, recently announced
04/22/2021
Ask Us Anything: Marginal vs. Effective Taxes
It may sound wonky, but the difference matters, especially to a financial planner. Check out the video to learn the difference and see how your marginal tax rate can help you choose the best type of retirement plan.
04/19/2021
Ask Us Anything: Capital Gains & Your Taxes
By Brent Weiss, CFP®, ChFC® The capital gains on stocks, mutual funds, and other investments can have a huge effect on your taxes, Brent explains.https://youtu.be/rIl6Fc12GEQ
04/05/2021
Ask Us Anything: Backdoor Roth IRAs
By Brent Weiss, CFP®, ChFC® If your income is too high to take advantage of a conventional Roth IRA, or you’d like to put away more
03/29/2021
Ask Us Anything: Top Tax Filing Mistakes
By Brent Weiss, CFP®, ChFC® Brent highlights common tax mistakes that can delay your refund or even cost you additional taxes, penalties, and interest.https://youtu.be/cq22nyumhzg Time Stamps:
03/22/2021
Tax Moves to Make Before the New May 17 Deadline
The IRS recently announced that the due date for filing your 2020 tax return has been moved from April 15 to May 17, 2021. If you’re suddenly feeling a sense of deja vu, it’s justified: last year the IRS moved the deadline for filing your 2019 tax return from the normal April 15 to July 15.
03/19/2021
Ask Us Anything: Stimulus 3.0
By Brent Weiss, CFP®, ChFC® The $1.9 trillion stimulus bill, the third in the pandemic era, is more than just $1,400 checks. Brent outlines what it
03/15/2021
Ask Us Anything: Reasons to Refinance
By Brent Weiss, CFP®, ChFC® With today’s low rates, is it time to refinance your debt? Brent highlights several ways to take advantage of rock-bottom interest
03/09/2021
Ask Us Anything: Marriage & Credit
By Brent Weiss, CFP®, ChFC® When you marry someone, are you marrying their credit score as well? Brent highlights common misunderstandings about marriage and credit.https://youtu.be/7YTzFtfAwHM
02/22/2021