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...
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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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