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Nicole Renaux
Sep 10, 2019
College Costs & Savings Strategies
As summer winds down, kids head back for a new school year. Among the pencils, paper, and other supplies, it’s important to equip your...
Milad Taghehchian, CPA, CFP(R)
May 15, 2018
Why and When to Rebalance
What is rebalancing? Rebalancing is a smart way to control your risks in investing. It realigns your portfolio back to its original asset...
Chris Cyndecki CFA, CFP®
Jun 10, 2016
Investment Fees (Part 2)
In the second part of this blog series, we'll take a look at a few of the implicit costs of investing. These costs are not easily...
Chris Cyndecki CFA, CFP®
Oct 20, 2015
The Case Against Cars
A car is one of the most significant purchases a person will make. In terms of wealth creation, it is also arguably one of the worst...
Milad Taghehchian, CPA, CFP(R)
Jul 9, 2015
8 Important Ages for Retirement Planning
Thinking about where you want your life to be in the future – whether 30 years from now, or just 10, can be stressful. Most people don’t...
Milad Taghehchian, CPA, CFP(R)
Jun 19, 2015
IRA Beneficiary Rules
Greg Phelps is a CFP® certified financial planner in Las Vegas, Nevada. As an Ed Slott Elite IRA Advisor, he’s also an IRA specialist. We...
Milad Taghehchian, CPA, CFP(R)
Jun 17, 2015
Low Appraisal When Purchasing a Home
Purchasing a home can be a very stressful experience. Long search times, indecisiveness, and an inability to find a home everyone in the...
Milad Taghehchian, CPA, CFP(R)
May 5, 2015
Austin....invest?
Greetings from Austin ​Austin is considered to be one of America’s fastest growing cities. Its central location in Texas along with a...
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