Planning When There is a Large Age Gap
Retirement planning for couples with a large age gap can lead to some interesting planning issues. My significant other is 17 years my...
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Nicole Renaux
- Feb 16, 2019
Move 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, 2018
Interest 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, 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...
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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