The tax reform passed in 2017 will affect many of our clients. Popular deductions, like mortgage interest and SALT (state and local tax), were capped. And the personal exemption was…
Read More
Things you can do for your future as the year unfolds. Provided by Jason M. Kolinsky, CFP® What financial, business, or life priorities do you need to address for…
It is agreed that the earlier you start saving for retirement, the better. The big question on the minds of many savers, however, is: “How am I doing?” This article…
You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health care expenses during the…
At times, running your business takes every ounce of energy you have. Whether you have a human resources officer at your company or not, creating and overseeing a company retirement plan…
It looks like 2017 will end up being a very good year for the stock market. Consequently, you may realize short-term capital gains. What will you do about them? You…
The price of long-term care insurance has really gone up. If you are a baby boomer and you have kept your eye on it for a few years, chances are you…
Is a permanent life insurance policy an investment? One financial professional might answer that question with a “no,” while another might say “in a sense, yes.” Just as some people see…
Take steps so criminals won’t take vital information from you. America is enduring a data breach epidemic. As 2013 ended, the federal Bureau of Justice Statistics released its 2012 Victims…
Each year, US Medical Specialties, Inc., an international medical consulting firm, helps physicians and other healthcare professionals find community based, “doctor friendly” financial advisors. Jason M. Kolinsky, CFP® of Kolinsky…
