Priceless Wisdom from Legendary Investors
Many investors can benefit from owning equities over a long period of time. However, equity investing is not suitable for everyone. Some of us may […]
wealth management
Sorting Through Complicated Compensation Plans
As you and your family plan for what’s next – whether that is retirement or something else – be sure to consider how to manage […]
Are You Leaving an Inconvenient Inheritance? Don’t let your possessions weigh your kids down.
Your home can house a lifetime of mementos and tchotchkes. Your things have heart and soul, and bring you comfort, security and happiness. Though each […]
It’s Time to Spring Clean Your Finances
The springtime tradition of getting your house shipshape also applies to your financial house. With winter winding down and the arrival of spring, it’s time […]
Are you smarter than your smart gadgets? Don’t let your smart devices put you in jeopardy.
Smart technology and personal gadgets are becoming increasingly popular. Yet, the features and connectivity that make them attractive could also potentially expose a treasure trove […]
Relieving the Medicare Surtax: Strategies assist high-income earners reduce Medicare taxes and more
We’ve had a few years now to get familiar with the Medicare payroll tax and surtax that went into effect at the beginning of 2013. […]
This New Year, Resolve to Focus on Fiscal Health
Instead of hauling out those familiar New Year’s resolutions about eating less and exercising more, how about focusing on something that’s also very good for […]
You got this. Or do you?
Overconfidence. It’s what leads people to under-estimate traffic or overestimate how much they can fit into a day. It’s also what led some of history’s […]
Social Security Draws From Trust Fund First Time in Over 3 Decades. Should We Be Worried?
The board of trustees for Social Security recently issued their 2018 annual report.* Once again, this year’s report provided a dark reminder that the fiscal […]
Build a Virtual Moat and Proactively Protect your Assets
Owning a business can have great rewards, but also great risk. Learn more about how to protect those rewards. Along with the rewards of business […]
Nurturing Moneywise Children: Teach your children to treasure their financial legacy
Most parents appreciate the importance of traditional education in their child’s development considering the obvious intellectual and social benefits. Yet all too many forget that […]
Tax Returns Due April 17: What to Double-Check Before Filing Your IRS Return
It may seem like common sense, but going back over the information you enter may be the most important part of your tax filing duties. […]
There is No Place Like Home: Key Requirements for Aging in Place
Remaining at your long-term residence as you age may be an attractive option – but it may also require making home modifications to accommodate your […]
You Can Prevent Cyber Crime: Savvy Steps to Stay Cyber-Safe
Defend yourself with simple, everyday practices that can help protect your identity, your accounts and your devices. Americans lose tens of billions of dollars each […]
New Year Fresh Start: 12 Resolutions for 2018
Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions about eating less and exercising […]
Tackle Year-End Deadlines and Look Ahead to 2018
While the holidays are a joy for many of us, it’s important not to get too distracted from year-end planning. Now’s the time to talk […]
Giving Thanks in University City
Courtesy of Garry Kachkovsky: A three day communal feast in the fall of 1621 between the Pilgrims at Plymouth Colony and the native Wampanoag Indians […]
Business Brief: Introducing Garry Kachkovsky
UCCA welcomes Kachkovsky & Fisher (K&F), an independent fee-only registered investment advisory (RIA) firm, to the University City community. Founded on a friendship that began […]
Investing in Potential
529 Education Savings Plans are more versatile than you may think: Investing in Potential courtesy of Garry Kachkovsky Many parents and grandparents start investigating their […]
Markets and Turmoil
Courtesy of Financial Planner Garry Kachkovsky: With all the current geopolitical risks in the world, one may wonder how such events could affect the markets. […]