Newsletters

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”