Archive - February 2016

1
IRS Warns of Surge in Email Scams in 2016
2
Mutual Fund Fees: What Investors Need to Know
3
Happy Valentine’s Day- Now Love your Financial Self!
4
Just Dating? 3 Money Topics to Discuss before you get Serious!
5
April 29, 2016 is a new Social Security deadline. Does it apply to you?

IRS Warns of Surge in Email Scams in 2016

Consumers Warned of New Surge in IRS E-mail Schemes during 2016 Tax Season; Tax Industry Also Targeted

WASHINGTON – The Internal Revenue Service renewed a consumer alert for e-mail schemes after seeing an approximate 400 percent surge in phishing and malware incidents so far this tax season.

The emails are designed to trick taxpayers into thinking these are official communications from the IRS or others in the tax industry, including tax software companies. The phishing schemes can ask taxpayers about a wide range of topics. E-mails can seek information related to refunds, filing status, confirming personal information, ordering transcripts and …

Read More

Mutual Fund Fees: What Investors Need to Know

Many mutual fund companies offer different types — or “classes” — of the same investment fund. Every share class has the same investment objectives and invests in the same pool of securities. But each has different fees and expenses and, therefore, different performance results. The term “class” is misleading. It’s easy to think that an A-class […]

The post Mutual Fund Fees: What Investors Need to Know appeared first on Chamberlain Financial Planning & Wealth Management.…

Read More

Happy Valentine’s Day- Now Love your Financial Self!

Happy Valentine’s Day !

Valentine’s Day, a day that we express our love for each other. One of the things I realized growing up in the world was that you have to love yourself first before you can love another. Wise words that everyone knows and understands. Yet we can put so many things ahead of ourselves out of love and not realize that we are limiting our ability to give more in the future.

Yes, it is love when parents sacrifice their retirement plan for their children’s education, and it is love when careers vanish in order to take …

Read More

Just Dating? 3 Money Topics to Discuss before you get Serious!

Cheryl Sherrard, CFP was quoted recently in a Learnvest article by Meghan Rabbitt, entitled, “Just Dating?  3 Money Topics to Discuss before you get Serious”.

Dating discussion #1 included talking about your family money histories.

For instance, if he grew up with no money, he may have an inordinate fear of never having enough. On the flip side, if his parents always forked over cash, he may have never learned to delay gratification, says Cheryl Sherrard, a Certified Financial Planner™ (CFP®) and director of financial planning for Clearview Wealth Management in Charlotte, N.C.

Knowing what shaped his views can help

Read More

April 29, 2016 is a new Social Security deadline. Does it apply to you?

A little know congressional act which became law late in 2015 affects some of the most popular Social Security strategies and may directly impact you.   You need to understand whether or not the new rules apply to your situation and whether you need to take action with Social Security by the April 29th deadline.

The rule changes to Social Security are the result of the PATH Act of 2015, which was enacted on Dec. 17th, 2015.  This Congressional Act was not focused on Social Security but nevertheless, impacted many individuals and couples because of a few key …

Read More

Copyright 2014 FiGuide.com   About Us   Contact Us   Our Advisors       Login