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Monthly Archives: March 2016

KNX 1070 Money Hour Interview: Millennials and Saving for Retirment

According to a new USA Today report millennials will have to save at least $1.8 million dollars to sustain their quality of life through retirement. KNX 1070 Money Hour hosts Frank Mottek and Charles Feldman interviewed Stephen Rischall, co-founder and … Continue reading

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Posted in Announcements, Investing, Millennials, News, Personal Finance, Retirement | Tagged , , , , , , , , , , , | Leave a comment

File Jointly or Not?

For many married couples, filing a joint tax return is a good idea, but there are exceptions. In fact, over 90% of married couples file a joint federal tax return. Filing jointly can be convenient and often times there’s a … Continue reading

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Posted in Financial Planning, Personal Finance, Social Security, Taxes | Tagged , , | Leave a comment

Tax Planning for the Self-Employed

For some, self-employment is the American dream. An opportunity to be your own boss, to maintain a flexible work schedule, and oh yes, to establish a lifelong relationship with your accountant and other financial professionals. While there’s plenty of upside … Continue reading

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Posted in Financial Planning, Personal Finance, Retirement, Taxes | Tagged , , , , , , , | 1 Comment