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Understanding the taxation of investment income is a key concept to explain to all new clients. Even existing clients need to be reminded of taxation features from time to time.

Kevin Greenard’s recommendation for new investors is to focus first on savings and avoiding investment mistakes.

Even with higher interest rates, property tax deferment is still a great program for most retirees.

There are numerous factors to consider when determining the appropriate amount to have set aside in cash. These factors include investment objectives, risk tolerance, time horizon, current market conditions, cash flow requirements, etc.

Whatever the reason for changing your financial institution, it is important that you understand the process and the steps.

There are basically two main changes in the new regulations: regular statements will have to include fund expense ratios, and end-of-year statements will have to include the dollar amount of the total fee charged by the fund company.