Entries by jbergner

Five Weird Questions to Determine Life Purpose

Five Weird Questions to Determine Life Purpose What’s your life purpose and are you pursuing it? Your true purpose is a “calling” that will most likely reflect your unique set of gifts, talents, abilities, passions, personality traits, and life experiences. It can be a career calling (like motivational speaker or emergency room doctor) or it could be […]

Tax Tips for the Individual Investor

Investors are usually quite eager to learn about the next big investment opportunity out there to increase their total portfolio return, however, they are often less enthusiastic about making an effort to minimize their tax bite. There’s money to be made by taking advantage of tax avoidance strategies. So that you don’t overlook any opportunities for improving your bottom line, here are a few simple tax principles that can help save you money.

6 Strategies for Tax-Efficient Investing

It’s tax season again and this often prompts a variety of feelings including procrastination and intimidation. It’s no fun knowing that after factoring in federal income and capital gains taxes, the alternative minimum tax, and any applicable state and local taxes, your investments’ returns in any given year may be reduced significantly.

But for some people, tax time can actually be a very happy time. That’s because they have put into place some effective strategies to decrease their income tax bite.

Here are several Strategies & Tips to potentially help lower your tax bill.

5 Benefits to Getting a Portfolio Second Opinion from a Financial Planner

Do you worry about your current or future financial situation? Perhaps you have these questions float through your mind periodically:

Will my money last as long as I do?
Will I have enough to live comfortably?
Should I be doing something different with my investments to improve my outlook?
Do I have the right advisor to help me achieve my goals?
Should I get a second opinion from a financial planner to see if my investments are positioned correctly to achieve my goals?

4 Signs it is Time to Break Up with Your Financial Advisor

It is not uncommon to have second thoughts about your financial advisor even if you have been together for years. Often small irritations fester over time until you get to a point where you feel compelled to make a change. Pulling the eject trigger is not an easy one since this person has had access to the inner circle of your life knowing your complete financial picture.