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Oct 4, 2018
2 min

Meals and Entertainment Deduction Still?

For more than three decades companies have been able to deduct 50% of meals and entertainment expenses directly related to business activ...

Milad Taghehchian, CFP(R)

Jun 19, 2018
3 min

Plan to Gain Control

Another six months have come and gone for this calendar year. Every year time seems to progress faster, and every year life brings forth ...

Milad Taghehchian, CFP(R)

Jun 8, 2018
3 min

Giving Your Finances a Spring Cleaning

Are your finances in need of a face-lift? When opening your bank statement or confronting your credit card statement gives you the shake...

Milad Taghehchian, CFP(R)

May 15, 2018
3 min

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...

Tax Law Changes: How Will You Be Impacted?

Chris Cyndecki CFA, CFP®

Jan 16, 2018
2 min

Tax Law Changes: How Will You Be Impacted?

The recently signed tax reform bill will bring about the most substantial changes to the US tax code in decades. A summary of the major c...

Daphne Jordan CFP (R)

Dec 12, 2017
3 min

A Gift that Gives

Like Santa, are you making a list and checking it twice? As the march towards year-end continues, it’s quite possible that a part of your...

Chris Cyndecki CFA, CFP®

Sep 21, 2017
1 min

Protect Yourself after the Equifax Hack

Unfortunately cyber security is an ongoing issue, and many companies entrusted with our data are being breached. The credit-rating agency...

Chris Cyndecki CFA, CFP®

Jul 19, 2017
2 min

Money Tips: International Edition

Summertime is in full-swing, and you’ve spent months thinking about your upcoming international trip. Did you remember to pack your no-fo...

Milad Taghehchian, CFP(R)

Feb 9, 2017
3 min

The New Parents’ Guide to Life Planning

Today's post will be by guest writer, Jackie Waters. Jackie lives on a three acre hobby farm in Oregon along with her family. She prides ...

Milad Taghehchian, CFP(R)

Dec 13, 2016
3 min

End of the Year Financial Moves

The end of the year presents a great opportunity to review several financial areas that could add a significant benefit to your financial...

Chris Cyndecki CFA, CFP®

Nov 14, 2016
2 min

Elections and Financial Markets

The Elections Are Over... Now What? Presidential election years and the following first year of a presidency present a lot of questions....

Bankruptcy Protection - Retirement Accounts

Chris Cyndecki CFA, CFP®

Jul 15, 2016
1 min

Bankruptcy Protection - Retirement Accounts

Filing for bankruptcy can be a frightening and stressful experience. If you are feeling overwhelmed with debt and are contemplating bankr...

Chris Cyndecki CFA, CFP®

Jun 10, 2016
2 min

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 observe...

Chris Cyndecki CFA, CFP®

Apr 9, 2016
2 min

Investment Fees (Part 1)

Fees are one of the few things investors have direct control over in the hectic investment universe. Fees can have a significant impact o...

Chris Cyndecki CFA, CFP®

Oct 20, 2015
2 min

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 inve...

Chris Cyndecki CFA, CFP®

Sep 29, 2015
1 min

Employee Stock Purchase Plans

Many companies offer a benefit called an Employee Stock Purchase Plan (ESPP), which allows employees to purchase their employer's stock w...

Milad Taghehchian, CFP(R)

Jul 24, 2015
4 min

Where To Stack Your Cash

Today’s post is brought to us by Phillip Christenson, a chartered financial analyst (CFA) and financial advisor at Phillip James Financi...

Chris Cyndecki CFA, CFP®

Jul 14, 2015
2 min

Roth 401(k)

Many employers are now offering the Roth 401(k) plan as a vehicle for retirement savings. The plan's popularity has skyrocketed in recent...

8 Important Ages for Retirement Planning

Milad Taghehchian, CFP(R)

Jul 9, 2015
4 min

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, CFP(R)

Jul 1, 2015
3 min

Socially Responsible Investing

AIO Financial is a fee-only financial planning firm in Tucson and Phoenix, AZ. They specialize in Socially Responsible Investing. Bill Ho...

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