Financial Planning for the New Year — and New Decade
What does 2020 have in store for you? With a new decade on the horizon, let go of your financial past and make money-related resolutions you can actually accomplish (without burning out)....
Author: Jason Speciner
SECURE Act: What It Could Mean for You
With 26 provisions due to go into effect Jan. 1, 2020, are you ready for the what the SECURE Act could bring to you and your retirement savings? Learn what’s changing, how it could affect you, and more....
2019 Spending Review and New Year Budget ‘Reset’
2019 has almost come to an end — but it’s not over yet. For many, now is the time to set resolutions and get a fresh start in the New Year. It’s also the perfect time to review this year's spending and reset your budget...
Jason’s Financial Favorites: ‘Full-Time Fiduciary’
What's the difference between the fiduciary, suitability, and best-interest standards for financial professionals? I'll break it down — and let you know how you can find not just a fiduciary but a full-time fiduciary....
Comprehensive Services: Tax Preparation
Why is tax preparation an important part of a financial planning relationship? I’ll explain how it fits into our comprehensive services offering — and how it adds value for our clients....
Back to Basics: Mortgage Refinancing
Are you considering refinancing your mortgage loan? There are benefits — and potential setbacks — you might want to consider before jumping in. Let me help you decide if refinancing is the right move for you. Plus, check out my step-by-step guide to mortgage refinancing....
Comprehensive Services: Investment Management
Stocks, bonds, ETFs, and more: Investment management plays an important role in our comprehensive services process, but the financial plan is the heart of it all. Learn more about how investment management is unique for each client — and how it's just a part of the...
Jason’s Financial Favorites: Tax Credits for Green Energy Purchases
Installing solar or buying an electric vehicle? If you're going green before 2022, your purchase may qualify you for city, state, or federal tax credits. Learn more about tax credits for energy purchases — and their caveats — to see how these incentives could fit into your...
Getting Married — and Marrying Your Finances
Do you hear wedding bells in the not-so-distant future? Did you recently tie the knot? If so, maybe you’re wondering whether you and your spouse should marry your finances. Read on for the case for and against combining as well as an easy how-to —...
Back to Basics: So You Want to Buy a Home …
There are many reasons for wanting to dive into homeownership. Whether it’s your first home or a dream vacation getaway, let me show you the basic steps that can help you save in the long run and protect your investment....