Category Archive for: ‘Financial Planning’
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 …
Read More
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 …
Read More
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 …
Read More
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 …
Read More
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 …
Read More
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 …
Read More
2013 Taxes: Don’t Overlook These Great deductions
Author by Raj Vora Since most individual taxpayers are in the process of compiling their tax returns in the coming days, below are some tax deductions/credits, though often overlooked, taxpayers are eligible for and should be considered. The following list may help taxpayers save on …
Read More
So You Think You Will Spend Less in Retirement? – Shahid Barry
Author by Shahid Barry People approaching retirement are likely to think they will spend less when they hang up their hats, but the reality might be a lot different than that according to researchers at Bern stein Global Wealth Management. In Daniel B. Eagan’s opinion, …
Read More
Social Security Benefits – MUCH MORE THAN JUST RETIREMENT
By Devina Mistry, Esq. of Lieberman & Zagoria, P.A., Miami, Florida South Asians play a great role in American society. We are successful engineers, lawyers, doctors, and other professionals. But we are better known for our entrepreneurial spirit and for being big business owners. If …
Read More
Money to my home
A recently released data by the World Bank officially records that remittance flowing back to developing countries from the bank accounts of their migrants was equal to a sum of $338 billion in the year 2008. What’s interesting here is that out of this huge …
Read More
