The Blue Blaze

Newly Moneyed Millennials Want Robo Investors. Really?

Posted by Frankie Corrado on Feb 23, 2017 12:18:55 PM

According to Bloomberg Businessweek, a venture backed startup is banking on the notion that millennials with money to invest want options that align closely with their social values and that they would rather use a robo advisor than a flesh and blood financial expert.

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Topics: Financial life guidance, Financial Services, Millennials

A Simple Way to Determine If You Need to File a Tax Return for Your Child.

Posted by Frankie Corrado on Feb 16, 2017 8:26:00 AM

If you’re like most parents, the day your teenager landed a job you thought, “It’s about time.”

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Topics: Tax prep

How Do I Know If The Kiddie Tax Applies To My Child?

Posted by Frankie Corrado on Feb 9, 2017 8:54:00 AM

We have a client couple who are great savers. Not only do they save more than 15 percent of their income for future goals, they save money for their children.

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Topics: Tax prep, Kiddie Tax, Savers

Self-employed Workers Rejoice. The Government Wants You to Invest in Yourself.

Posted by Frankie Corrado on Feb 2, 2017 6:00:00 AM

Here I am investing in myself

Before you took the courageous leap into the world of self-employment and merely reported in to “The Company”, you probably didn’t give much thought to your home internet connection other than to bemoan its rising cost and decreasing speed. But now that you are on your own as an entrepreneur, that Fios bill is part of the cost of doing business and one the government wants you to deduct from what you pay in taxes.

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Topics: Self-Employment, Freelance

The Financial Services Industry is Charging You All Wrong

Posted by Frankie Corrado on Jan 26, 2017 1:54:59 PM

If you’ve always had a sneaking suspicion that your financial advisor is profiting from his advice to you, you’re probably right.

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Topics: Financial life guidance, Financial Services, Pricing

8 Things to Do After Jan 1 to Lighten Your (Emotional) Tax Burden

Posted by Frankie Corrado on Jan 18, 2017 11:32:31 AM

You’re a smart, capable (successful even) grown-up. And yet tax time reduces you to a procrastinating, nail biting, crazy person.

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Topics: Tax prep

What is Financial Life Guidance? A New Start for Bryan

Posted by Sarah Robbins on Jan 18, 2017 11:13:46 AM

Bryan is a numbers guy. One day during the first leg of his 3 hour commute Bryan* thought it would be fun to calculate how long he spent commuting to the city during his 20+ years trading on Wall Street. The answer jolted him: 304 days. He had spent nearly one year of his life on the train.

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Topics: Career changes, Financial life guidance