by Richard London CFP | Mar 19, 2018 | Financial
If you’re an employee working for a company that has a pension plan, you’re among an estimated 4% of Americans that still benefit from this type of retirement plan. Most companies have moved to a dual plan or removed the pension entirely. Traditional government...
by Richard London CFP | Mar 12, 2018 | Financial
Leaving a legacy through the passing assets today and after your death is a process that requires correct planning and execution. With the recent Tax Cuts and Job Act of 2017, updated tax codes, and an ever-changing political environment, legacy planning requires...
by Richard London CFP | Mar 5, 2018 | Financial
With the significant 2017 cybersecurity leaks involving the personal information of millions of Americans, this year’s tax season is expected to be one of the worst ever for tax scams. Aside from cybersecurity leaks, the mailing of 1099s and W2s results in many...
by Richard London CFP | Feb 19, 2018 | Financial
Finance, in general, has been based on rational and logical theories, and for most part, tends to be somewhat ‘predictable.’ Early financial theories assumed that people behave rationally and predictably, and that outside factors and emotions do not influence people...
by Richard London CFP | Feb 12, 2018 | Financial
For some people retirement is all about the numbers; the age you plan to retire, how much money you need, and so forth. We have built our planning processes in financial services based on numbers and algorithms in financial planning software to help us contrive a...
by Richard London CFP | Feb 5, 2018 | Financial
If you’re considering alternative investments this year, you should thoroughly think through the consequences of investing in some of the most popular ones in the media. Although Bitcoin and the Cannabis business may be on Wall Street’s radar, it’s not necessarily...
