Newsletters

October 8, 2019

Financial Focus | Fall 2019

Written by accruentadvisors , Posted in

In this issue we discuss weighing the pros and cons of early retirement, considerations about term life insurance, trustees and beneficiaries and tax tips for the fal

Consider the Downsides of Early Retirement Early retirement can be a great opportunity to spend more time with family, travel, and pursue hobbies, but it’s not without significant drawbacks. At retirement, there is a significant financial adjustment. As a retiree, you shift from contributing to your retirement portfolio to steadily pulling money from your nest … Continue reading “Financial Focus | Fall 2019”

April 9, 2019

Financial Focus | Spring 2019

Written by accruentadvisors , Posted in

In this issue we discuss financial independence, the impact of technology on financial planning and a tribute to the late John Bogle.

Saving for an emergency fund is hard. Here’s how to start. Tak baby steps: When just starting out, ignore the advice of three to six months savings for now. Instead, just try to save $500. If the goal feels achievable, you’ll be much more motivated to get started. The momentum and feeling of success from … Continue reading “Financial Focus | Spring 2019”

February 1, 2019

Financial Focus | Winter 2019

Written by accruentadvisors , Posted in

In this issue we discuss charitable giving and financial readiness for the new year

Have a Purpose The most effective charitable giving is thoughtful and intentional. It may be helpful for you and your spouse to ask yourselves some questions that will narrow your focus, such as: Do we want to give to a national or local cause? Are there pressing issues in our community that we feel we … Continue reading “Financial Focus | Winter 2019”

October 25, 2018

Financial Focus | Fall 2018

Written by accruentadvisors , Posted in

In this issue we talk about estate planning, boomerang kids and challenges of wealth we don't always think about.

Estate Planning—Just DO IT! Pamela Khinda, CFP®, MBA Washington, DC Estate planning can be complex and daunting for a lot of people, and many simply deal with it by putting it off. You don’t have to be wealthy to need a will or a trust. If you die without a will, you die intestate and … Continue reading “Financial Focus | Fall 2018”

July 9, 2018

Financial Focus | Summer 2018

Written by accruentadvisors , Posted in

In this issue we discuss graduating from college and finances, 5 financial questions before marriage, the difference between a stock and a bond, and whether it is a good idea to buy a car or lease it.

Launching the Finances of Your Graduate Shared by Dave Garder, CFP®, EA – Boulder, CO With final exams in May and June for colleges, universities and high schools, thousands have marched for their graduation ceremonies. Whatever the age of your graduate, you should introduce them to the power of the Roth IRA. More than anything, … Continue reading “Financial Focus | Summer 2018”

April 10, 2018

Financial Focus | Spring 2018

Written by accruentadvisors , Posted in

In this issue we discuss tax reform, smart car buying strategies, Difference between conventional and FHA loans and the effect of behavior biases on investors

Tax Reform: Will Your Taxes Go Up or Down? Angela Dorsey, CFP®, MBA Torrance, CA The Tax Cut and Jobs Act (TCJA), which was passed by Congress at the end of 2017, has certainly been a popular topic of discussion lately. Everyone wants to know if they will see a reduction in taxes, or if … Continue reading “Financial Focus | Spring 2018”

January 9, 2018

Financial Focus | Winter 2018

Written by accruentadvisors , Posted in

In this issue we discuss asking the right questions to achieve the life you want, the importance of understanding your risk capacity, living within your means and the nitty gritty on tax liability

Ready for Your Optimal Life? First, Ask the Right Questions. Frank J. Corrado, CFP®, CA | Holmdel, NJ Remember the first time an adult you respected told you, “If you’re having a difficult time deciding what is the right thing to do — just listen to your gut. Deep down, if it’s right, you’ll feel … Continue reading “Financial Focus | Winter 2018”