Category Archive for: ‘Financial Planning’

  • Mukesh Ambani Ftr Img

    Prominent Indians and Indian Americans

    Prominent Indians and Indian Americans Forbes 400 Richest People In the World 2016 Forbes magazine 2016 list of 400 Richest People in the World features several   successful Indians and Indian Americans across industries. In this issue, we provide a glimpse into these entrepreneurial and inspiring …

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  • Tax Ftr Img

    2016 Financial Year in Review

    2017 is here, and many of us are in the midst of tax prep. Tax returns for 2016 are due on or before April 15, 2017 or October 15, 2017 (if timely extended). Here is your quick reference guide for the preparation of 2016 tax …

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    Getting back to basics: Why a financial game plan is so important.

    Getting back to basics: Why a financial game plan is so important. Many of us are familiar with the expression, “failing to plan is planning to fail.” As an Agent with New York Life, I can assure you that—when it comes to financial goals and …

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  • ARE YOU READY - TIPS FOR SMALL BUSINESS HONOUR

    ARE YOU READY – TIPS FOR SMALL BUSINESS HONOUR

    The news is filled with stories about a credit crunch and slowing economy. Some banks have put business lending on hold, and some businesses are having trouble getting the funds they need either to operate or to expand. “Not us,” explains Mukesh Mike” Patel, chairman …

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    Funding Your Family’s Future jan 2016

    Author by Rina Shah The Arpan Group Funding Your Family’s Future: A Guide to Choosing the Right Financial Planner Financial advisors aren’t just for millionaires. Individuals of all ages and circumstances can benefit from the guidance a financial advisor offers. Recent college graduates have different …

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  • 2015 Tax Updates E1455904661520 3

    2015 Year End Tax Updates and Tips

    Author by Umang Thakkar   Tax time is here! What changed, and how will it impact your tax return? Don’t you feel Income Taxes are the hardest subject in the world to understand? That is exactly what Albert Einstein said way back when: “The hardest …

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  • Pa 4496501

    Top 5 Retirement Planning Mistakes

    Author by Chris Draughton, CFP Are you planning to fail or failing to plan? As you consider your finances, it is important to ask yourself this question: When it comes to your financial well-being, are you planning to fail or failing to plan? Here are …

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  • Dollarphotoclub 81557163

    The Importance of a Proper Estate Plan

    Author by Joyce T. Mattam, Esq. Do you and your family have a safe and sound estate plan? A common misconception is that a person has to be extremely wealthy in order to have a sound estate plan in place. Such train of thought is …

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    Transferring Wealth to the Next Generation Life and Legacy

    Author by Jeff Helms, CFA Passing on wealth is an American tradition that stems back to the early founders of this great country. It is a tradition that relies on the art of storytelling. However, it is also a tradition that, in today’s digital age …

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  • Tax Implications to Consider When Getting Married by Seema Jain, CPA

    Tax Implications to Consider When Getting Married by Seema Jain, CPA

    Getting married simply for tax benefits is not suggested; however, if you are getting married for good reasons, such as true love and compatibility, then take advantage of tax planning opportunities. For most married couples who decide to file their taxes jointly, their total taxes …

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