Another tax season has come and gone, and I hope that you didn’t get a nasty surprise from your accountant, Turbo Tax, or however you choose to do your taxes! We need to be fairly conversant with income tax planning in my line of work, but it was probably 15 years ago that I threw in the towel and
One Tough Test
According to Business Insider, the most recent results for the Chartered Financial Analyst® (CFA) Level 1 test were released in January, and 44% of the 47,175 test-takers passed the exam. Before you think that is a low figure, realize that the 44% pass rate is higher than usual. The CFA exam is one
Thankfulness and Contentment
One of the very rewarding parts of financial planning is to work with clients over a long period of time, and to ultimately reach a significant goal. I just had a meeting with a client that I started working with in 1992, who will reach her goal of retiring this May. It was a great meeting and a
