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Build a 50-15-5 framework for your personal finances. Create a balance between living comfortably today while preparing for a prosperous future. Develop a collaborative relationship with your financial planner.
In earlier articles, I introduced the “silver lining for 2016.” The further 2015 earnings declined, the lower the bar became for realizing a positive 2016 earnings growth rate. Third quarter earnings look to become the first growth we have seen in nearly two years. This silver lining has finally arrived, but not without its caveats.
The New Year’s Eve tradition of “dropping the ball” to usher in the new year seems especially appropriate to close out 2018. The stock market had a tumultuous ride in 2018 and “dropped the ball” at year end!
At Coherent, we conduct our own research for managing our clients’ wealth. We compile objective data from respected sources, apply our own analysis methods, and conduct investment operations based on our own conclusions. As investment professionals, we feel we owe this to ourselves and more importantly to our clients whom we feel privileged to serve….
Tax filing season is a great time to review your overall financial situation because you have all your financial information right in front of you! The goal is to look at taxes over two consecutive years to determine what is the most effective use of various tax strategies.
Are you leaving money on the table? Capturing your entire 401k match is vital to optimal financial planning. Here are ideas for fully understanding your match, structuring your employee contributions, and implementing contribution strategies to maximize benefits.
How can you benefit from the time and effort you have put into preparing your taxes? Before you file away your tax return, learn more and seize the opportunity to plan ahead!
