How can you tell that you're ready to bring a financial advisor into your life and your finances? Hiring a financial planner is an incredibly personal decision and is not to be taken lightly. Use these five questions as a guide while you consider if a prospective planner is the right choice for you.
While many Americans are aware of common deductions such as mortgage interest, there are other common deductions that are missed far more often. Together, these missed deductions can add up up to sizable adjustment. Here are five common deductions that are often missed.
This edition brings perspective to recent market volatility, explains how the recent tax reg changes may affect your charitable giving, and inspires you to volunteer to make a stronger community and a healthier you!
This edition of Oasis Wealth Planning's newsletter introduces people groups who live long, healthy lives, and explains why we embrace market pricing as part of our investment management principles.
The 2017 Tax Act made significant changes to the tax laws. There continues to be opportunities to minimize income taxes for taxpayers that take a proactive approach in analyzing their situation on a multi-year basis.
Risk tolerance is an often-used yet nebulous and elusive measurement in the mainstream financial services sector. While having discussions around risk is important, risk capacity is the preferred approach when advising clients to reach the optimal allocation for structuring their investments.
Substantiate your charitable gifts to receive the tax deduction you deserve. A little organization and discipline can lead to better results and save you time.
Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2017 and identifying adjustments for 2018 can help you start the new year stronger than ever.
