Posts Tagged ‘Daniel Barram’
Holiday Client Mixer & Charity Event 2018
On November 20th we had our annual Holiday Client Mixer and Kelly Anne Dolan Memorial Foundation Fundraiser. This year was our largest donation year to date – clients donated 100s of toys and over $2,500 in gift cards. We hosted the event at our headquarters, clients enjoyed food, drinks, old movies, meeting each other, each…
Read MoreMary Poppins Returns Client Event
On December 19th we had an amazing Client Event at the Flourtown Movie Tavern! We invited our valued clients to join us for a viewing of the new Mary Poppins Returns movie with complimentary adult beverages, sodas, milkshakes, popcorn and candy! We were so happy to have a chance to see everyone during…
Read MoreFounders Lisa and Daniel Barram Meet Michael Kitces
This past week our Founders, Lisa and Daniel Barram, had the great opportunity to attend a meeting where Michael Kitces was a featured speaker. Michael holds 8 graduate degrees and designations including Certified Financial Planner, Chartered Financial Consultant, Registered Health Underwriter. He holds 17 years in the Financial Planning field and has conducted over 50 Annual Speaking Engagements.…
Read MoreThe Estate, Gift, & GST exemption amounts have changed.
Important Updates: The Estate, Gift, and GST exemption amounts have changed. The IRS has just released revised inflation-adjusted amounts based on chained CPI as directed in the Tax Cuts and Jobs Act. Most numbers remained the same, including all income tax brackets. Here are the changes: The Estate Tax exemption amount for 2018…
Read MoreFiduciary vs. Broker – What’s the difference?
In the past few months, we have seen a rise in use of popular “designations” with the word Fiduciary in the title and I realize this may lead you to believe that someone who calls themselves, for example, an “Accredited Investment Fiduciary” is, in fact, acting as a Fiduciary, but that is not necessarily the case. Unfortunately, this designation does…
Read More2017 Year-End Tax Tips: Maximize Your Return
As of this writing, Congress is attempting to reform our tax code. While changes are common with every new presidential administration, an initiative so transforming as to be called “tax reform” is quite unusual — the last major tax overhaul happened during the Reagan administration in 1986.1 According to Fox News, some who may benefit…
Read MoreBest Places to Live in Retirement
Many retirees believe the best place to live in retirement is right in their own home. Let’s explore some of the “best places” where that home might be located and what it might look like. It’s worth noting that the retirement experience varies widely. Some people have the money to relocate or buy a second…
Read MoreTrends in Nursing Homes: Cultural Fit
If you or a loved one needs nursing home care, wouldn’t it be nice to live in one that triggered fond memories and felt like coming home? A new trend in nursing homes is to create a community of similarly situated residents, such as those of a particular faith, ethnicity or even an alumni group.…
Read More2 Helpful Tax Strategies
If you’re like most taxpayers, you have no clue about the most effective tax strategies for these financial vehicles – especially if you lack access to expensive accountants and attorneys. Here’s some guidance. Here are two common situations and innovative solutions that might help. You are self-employed and want to save tax. You feel you…
Read More2 Ways to Allocate Assets
The two dominant philosophies of asset allocating assets are strategic and tactical. The former is best for building wealth when the economic picture brightens, and the latter is better for dealing with uncertainty. Whichever method you favor, diversification is still the way to go. Both asset allocation methods developed from the landmark studies by Gary…
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