Archive - 2016

1
The Top Income Tax Myth That Can Hold You Back
2
Generation X? I feel your pain!
3
What Investors Should Know About Buying and Selling ETFs
4
In Financial Advising, Skills Matter More Now Than Ever
5
More than Money: Renting or Buying a Home

The Top Income Tax Myth That Can Hold You Back

There are many myths about income taxes that are just plain wrong. But there is one income tax myth that is likely the most hurtful to you financially – and that is the idea that a big refund should be your goal. The actual goal, counterintuitive as it may sound, should be to owe some tax when you file your return.

You may have heard this explanation before: When you have a big refund every year, you’re effectively loaning money to the government throughout the year, and getting nothing for it. And then when you get that big tax refund, …

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Generation X? I feel your pain!

Generation X has some problems—and not just their own. Perhaps the biggest one of all is that this group has everyone else’s problems too! On one hand, they’re dealing with aging parents. On the other hand, they have young kids, college-aged kids, or adult kids who are moving back home or need financial support because they can’t find a decent job post-college. And all this is happening right when stressed-out GenXers are in mid-career and trying desperately to build their own net worth.

If you’re in your late 30s, 40s, or early 50s, you know the scenario well. Your career …

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What Investors Should Know About Buying and Selling ETFs

*Published on NerdWallet By Michael Chamberlain Exchange-traded funds, or ETFs, have become an increasingly popular investment choice. But many investors are more familiar with mutual funds, which hold the lion’s share of retail investment assets. Both funds are baskets of securities that are selected and maintained based on a particular management formula or strategy. And while […]

The post What Investors Should Know About Buying and Selling ETFs appeared first on Chamberlain Financial Planning & Wealth Management.…

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In Financial Advising, Skills Matter More Now Than Ever

We’re living in an Age of Digital Technology, which has changed all aspects of our lives – especially in the way that we interact with one another. Three major transformations of this modern-day technological revolution are:

  1. The Internet makes information and media available at the click of a button
  2. Mobile devices connect nearly everyone 24/7
  3. Cloud computing provides infinite computer power

Because of the first two transformations, we are empowered with more information than ever. As a result, businesses must have the proper skills to provide the right solutions to be impactful and relevant to their clients. A consumer can …

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More than Money: Renting or Buying a Home

Should you rent a place someone else owns or buy your own home? Whether you are young and just starting your adult life or are looking to downsize after many years, you may be weighing the pros and cons about where to live.

We like winners and we like it when there is a clear favorite. For years, experts have favored one or the other and offered calculators to help you figure out which is best. While crunching the numbers is important, now an expert is more likely to also ask you to consider what makes sense for your lifestyle …

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