The Blue Blaze

1 Easy Thing You Can Still Do to Lower Your Tax Bill for 2017

Posted by Frankie Corrado on Feb 13, 2018 2:51:48 PM

 

A client of mine recently asked me if she could still make a 401k contribution for the prior year (2017). Unfortunately I had to explain that no, she couldn’t - that window closed on December 31st.

But good news! There is still time to save in a tax-smart way for the prior year.

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Topics: Financial life guidance, Tax prep, Financial Services, Optimal Life,

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

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