Every year, U.S. taxpayers face a number of year-end deadlines which, if ignored, can be costly and even punitive.
Posts By: Jason Farris, CFP®,CAP®
For many of us, interviewing and hiring someone is not a common occurrence and it can be overwhelming. Whether it’s your first time interviewing a financial planner, or exploring your options to see if there is a better fit, it can be daunting. Before you get started Jason Farris outlines 5 important questions you should ask BEFORE meeting with an advisor.
For people who are charitably inclined, Jason Farris discusses why it would be beneficial to bundle charitable contributions when tax time comes around.
It has been over twenty years since its inception and 529 plans still remain popular and for good reason; It is a useful tool to help families save for education expenses. But where do you start?
The Periodic Table of Investment Returns is an extremely helpful tool used to illustrate key investing principles. There are various iterations, but generally shows investment returns for various asset classes, ranked from best to worst.