Nicole RenauxMar 26, 2019Planning When There is a Large Age GapRetirement planning for couples with a large age gap can lead to some interesting planning issues. My significant other is 17 years my...
Nicole RenauxFeb 16, 2019Move to Puerto Rico for tax benefits?In this interesting article, Andrew Henderson of Nomad Capitalist takes on the sometimes trendy idea to reduce your tax burden by moving...
Milad Taghehchian, CPA, CFP(R)Oct 7, 2018Interest Rates Are Increasing.... Now What?After almost a decade of record low interest rates, over the last 24 months the US Federal Reserve has been incrementally increasing...
Milad Taghehchian, CPA, CFP(R)May 15, 2018Why and When to RebalanceWhat is rebalancing? Rebalancing is a smart way to control your risks in investing. It realigns your portfolio back to its original asset...