By Brian Bloxom, ChFEBCSM Many people think that leaving a legacy for their children is primarily about distributing their wealth through a will. But it’s so much more than just passing on money. It may include other things like preserving the financial stability of your heirs and communicating …
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Top 10 Tax-Planning Strategies to Maximize Your Savings
By Brian Bloxom, ChFEBCSM When a writer sits down to create a book, screenplay, or even a website, they start with a plan. An outline. The same should be true with your taxes; taking the time to plan up front can help you maximize your savings throughout the year. To help get you started, here …
Don’t Try to Time the Market. Do This Instead.
By Brian Bloxom, ChFEBCSM For many investors, it may seem tempting to try to “time the market” and buy low and sell high. This, after all, is the golden rule of investing. But what do financial advisors who specialize in comprehensive planning recommend? While it can be tempting to try your …