Archive - 2019

1
Study Finds Divorced Women Gain Financial Confidence with Time
2
IRS warns of gift card scam
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Tax Strategies for the end of the year
4
2019 Year-End Tax Planning Tips & Traps
5
7 Estate Planning Mistakes and How to Fix Them

Study Finds Divorced Women Gain Financial Confidence with Time

Dec 03 2019
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Claire Emory, MBA, CFA, CFP® All posts from Claire Emory, MBA, CFA, CFP®
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The end of a marriage does not have to mean the end of financial stability: in fact, for some women it is just the opposite. Some women find that having no choice but to take control of their own financial planning gives them a confidence they may have not had before.

Kiplinger.com published “Financial Confidence in Divorced Women is on the Rise,” and included the following insight:

“While 57% of women say that divorce was a wake-up call for them from a financial standpoint, the good news is that things do get better. According to the recent Allianz …

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IRS warns of gift card scam

Dec 02 2019
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jim@blankenshipfinancial.com (Jim Blankenship) All posts from jim@blankenshipfinancial.com (Jim Blankenship)
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Recently there has been a new scam going around, with a twist – the caller, impersonating an IRS agent, requests payment in the form of gift cards. The IRS recently released a Tax Tip (2019-167) regarding this scam and what you should do about it. The complete Tip is listed below.

Taxpayers should watch out for gift card scam

Taxpayers should always be on the lookout for scams. Thieves want to trick people in order to steal their personal information, scam them out of money, or talk them into engaging in questionable behavior with their taxes. Scam …

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Tax Strategies for the end of the year

Nov 29 2019
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Vid Ponnapalli, MS, CFP®, MPAS®,CRPC®

I am a Fee-only financial advisor dedicated to working with individuals and families that are keen or organizing their financial life. I believe today’s financial planning need is under-served by traditional financial planning methods, mainly due to minimum income or net worth levels requirements. My goal is to contribute and change this paradigm. So, after a 20+ years career in financial services industry, I launched Unique Financial Advisors in 2014. I am eager to guide you through life’s financial decisions!

I am a CERTIFIED FINANCIAL PLANNER™ practitioner with an MS in Personal Financial Planning. I hold Master Planner Advanced Studies (MPAS®) and Chartered Retirement Planning Counselor (CRPC®) designations. I am a current active member of:

NAPFA (country's leading professional association of Fee-Only financial advisors)
FPA ( Financial Planning Association)
XYPN (A Financial Planners network focused on Generation X and Generation Y clients)

“My Mission is to help you achieve financial security by providing Fee-Only Financial Planning services with a relentless focus on Personal Attention and Trust.”

1. Fee-Only: I do not accept sales commissions; I do not sell financial products such as Investments and insurance. I work solely for you!

2. Personal Attention: I take pride on providing personal attention. I take the time to answer your questions and explain matters in simple, clear terms.

3. Trust: I strive for ethical long term relationships. Your peace of mind and exceptional client service are at the forefront of my agenda.

My wonderful wife, Maha and I live in Holmdel, NJ. Our three young boys are on their path to settling down in life. When I am not working on Financial Planning, I enjoy hiking, skiing, and spending time with family.

To learn more about me and my services, please schedule a free consultation TODAY!

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Many Tax strategies require you to act before December 31st of the Tax year, not April 15th of next year. So, time is running out if you are thinking about Tax Planning. Today, I will explain the 3 most important factors to consider – in order to implement end-of-the-year tax strategies.

Tax Strategy 1: Offset Capital Gains with capital losses from unwanted positions

If you have capital gains during the year, consider selling some of your unwanted positions where you may have losses. For example, let’s say you sold a position earlier this year – in your taxable… Read More

2019 Year-End Tax Planning Tips & Traps

Nov 27 2019
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Sam Fawaz, CPA, CFP® All posts from Sam Fawaz, CPA, CFP®
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As the end of the year is fast approaching, we should consider any last-minute strategies that might help reduce your 2019 tax bill. Last year was the first year to be impacted by the Tax Cuts and Jobs Act of 2017 (TCJA). While there was plenty of clarifying guidance on application of the TCJA, there were was no significant new legislation in 2019 affecting individual taxes. But situations do change from year to year, thus requiring a fresh look at how to approach year-end tax planning. The following are strategies that may benefit you and that we should discuss before …

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7 Estate Planning Mistakes and How to Fix Them

Nov 27 2019
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Richard T. Feight, CFP®

Among independent financial advisors, Mr. Feight is one of the most well known and highly respected “Fee-Only” financial planners. Since 1997, Rich has dedicated his career to offering low cost “Fee-Only” comprehensive financial planning and investment advice. Rich assists his clients in organizing their finances so that they can retire on time.Rich is a graduate of Michigan State University where he received his degree in Finance. Rich has earned the Certificate of Financial Planning from The College for Financial Planning in Denver , Colorado that was comprised of intense graduate level classes grounding him in the various foundations of financial planning. He is a CFP® (Certified Financial Planner®) since 2001, meeting the experience, education requirements and passing the two-day, 10 hour exam, making him one of the few in the country who hold the designation. Since 2003, Rich has subscribed to the stringent and mandatory annual educational hours, experience, and code of ethics to meet the requirements to be a NAPFA Registered Financial Advisor. Out of the 800,000 individuals in the country who claim they are financial advisors/planners, fewer than 1,300 in the country qualify for the membership; Rich is one of them.

Rich is the President of the Financial Planning Association (FPA) of Michigan . The FPA of Michigan is one of largest and influential chapter in the country. Rich was recently named President for Transportation Toastmasters Club 4776 downtown Lansing . He has been quoted in both local and national media from Noise Magazine to CNBC, and Bloomberg, and industry news publications such as Investment News and Financial Advisor Magazine. Rich enjoys public speaking and has spoke at industry educational meeting, high schools, and executive investment clubs, AARP conferences, and business educational seminars for companies looking to educate their employees. Rich views his role as a Fiduciary for his clients as the single biggest key to any planning relationship and strives to provide the most competent, unbiased and objective advice in the financial planning profession today.

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Figuring out what you want to do with your stuff when you die is… well, complicated. Most of the time we sign a stack of papers at our attorney’s office and think we’re done. But it’s not that simple. Here are 7 estate planning mistakes and how to fix them. 1. Not updating the executor […] The post 7 Estate Planning Mistakes and How to Fix Them appeared first on Thinking Beyond Numbers | A Personal Finance Blog that Changes the Way You Think About Money!.… Read More

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