Category Archive for: ‘Financial Planning’
The New Global Economy after Coronavirus by Bharat Jhunjhunwala
There are three uncertainties regarding the long term economic impact of the Coronavirus (COVID-19). One, whether a vaccine is invented to prevent the spread of the virus or not. Two, whether this virus will get eliminated during the summer months or it will reappear in …
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Getting “2020 Vision” on Your Finances in The New Year
By Supal Vora The start of the new year is a great time to focus on your finances and put them into perspective. Competing demands on our time can often cloud our line of sight on what really matters. So, if you want a better …
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Why You Need Life Insurance
By Supal Vora We’ve all heard about the importance of having life insurance, but is it really necessary? Often, the answer is “yes,” but it depends on your specific situation. In general, you should consider life insurance protection if any of the following applies to …
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How to Help Adult Children Without Harming Your Own Financial Future
By Supal Vora Would you be willing to delay your retirement to help your child pay for their first car, college education or wedding? Increasingly, many Americans say the answer is yes. According to a recent study published by Ameriprise Financial, 1 in 3 parents …
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Happy 2019! By Nirali Chokshi
By Nirali Chokshi Amid the disorder of a government shutdown and an unstable stock market (things that we cannot control), let’s keep focus on things we can control. As people tend to have a mindset of a fresh start in the new year by working …
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Tax Scams & Schemes
Tax Scams & Schemes The "dirty dozen" favored by criminals & cheats. Provided by Rajesh Jyotishi Year after year, criminals try to scam certain taxpayers. Year after year, certain taxpayers resort to schemes in an effort to put one over on the Internal Revenue Service …
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Strategies to Reduce Your Taxes and Keep More of Your Savings
Strategies to Reduce Your Taxes and Keep More of Your Savings By Umang Thakkar & Payal Agarwal We are living in a reformed tax world now, since the passage of the Tax Cuts and Jobs Act (TCJA) in 2017. For most of us, the effects …
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Plan Your Work and Work Your Plan
Plan Your Work and Work Your Plan By Ashish Kumar Vince Lombardi, legendary coach of the NFL Green Bay Packers once said, “Plan your work and work your plan.” It is very true that in order to accomplish anything in life, be it good grades …
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Crypto-What??
Crypto-What?? By Nirali Chokshi Bitcoin, Ripple, Ethereum, Litecoin – what do they have in common? These are all types of different cryptocurrencies. You’ve heard a lot of these words in the news, articles, or amongst friends, but is this something you should get into? Should …
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Thinking About Finances at Diwali
Thinking About Finances at Diwali By Nirali Chokshi, CPA Happy Diwali! Diwali is one of the most auspicious celebrations for Hindus, Jains, Sikhs, and Newar Buddhists, and has many different meanings to people in addition to celebrating the triumph of light over darkness and good …
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