My Tax Account  My Wealth Management Account

CEC Interview at AICPA Conference

Insurance Planning

Top 15 Money Management Tips

We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.

However, if you’re ready to start putting some money aside, or looking for tips on money management, or even the best way to pay your bills, the following tips may provide a little bit of help: 

How Training for a Marathon is Like Managing your Finances: Lesson Seven

By Gary Silverman, CFP®


Even though tax filing season is well under way, there's still time to make a regular IRA contribution for 2018. You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2018 ($6,500 if you were age 50 or older on December 31, 2018).

Why Diversify?

Diversification is at the heart of a sound investment plan. An effective diversification plan helps manage risk by spreading funds across various asset classes and types of investments. The reasoning behind this strategy is that market conditions can affect each type of asset differently — through diversification, losses in one area can be offset by gains in another.

Interview with 3D Asset Management CIO - Ben Lavine

With all of the recent volatility, we thought it would be a good idea to interview 3D Asset Management's Chief Investment Officer - Ben Lavine and ask some questions we've been asked by our clients.

Ben was a great sport and offered valuable insight.



New Home Financing Checklist

While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat load of student debt, it’s probably best to wait until you’ve been working for at least a year before you start looking to buy.

Free Solo

Free Solo is a remarkable movie about Alex Honnold’s ascent of El Capitain. It was a masterpiece of a movie and the voters agreed as it won an Academy Award® for best documentary feature. The New York Times said, “Alex Honnold’s Free Solo climb should be celebrated as one of the great athletic feats of any kind, ever.” I concur.

Have a Long Term goal? Financial Planning can Help You get you there

A financial goal is a life destination which requires a map and a way to get there; and, assuming you have finite resources with which to successfully make the trek, they need to be used wisely or you are likely to come up short. If you have a long term goal, financial planning can help you get there.

Five Tax Tips

The Tax Cut and Jobs Act, enacted in 2017, made major changes to the tax code that could have a significant impact on your bottom line.

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