Do Continuing Care Retirement Communities Make Sense For You?April 2015
Making the decision whether to stay or go in retirement can be a tough one. As CFP Board Consumer Advocate Eleanor Blayney, CFP® discussed in a recent blog post , “aging in place” – or remaining in one’s home during retirement – is one option that requires a careful evaluation of the financial costs involved.
5 Ways To Protect Your Online Financial IdentityApril 2015
Just about everything we do can now be done online. As online banking and financial management become more and more common it’s important for individuals to protect themselves properly. If you’re worried about your online financial identity then here are some things you need to make sure you’re doing.
Goodbye Wealth Management, Hello FinLifeMarch 2015
Remember when the financial world was really simple? It wasn’t that long ago that there were brokerage firms, banks, insurance companies and independent financial planners with clearly defined roles and descriptions. How the world has changed. Last year when I received our valuation from Lazard, I spent a little extra time looking at the different segments of financial firms that they had used to form an opinion on our valuation. As most institutional teams do, they had categorized firms in the industry into one of three sectors:
Saving Made Easy: Why You Need an Automated Savings PlanMarch 2015
Putting aside money in a savings account and investments regularly should be a part of every persons financial planning. Whether you have a specific goal in mind or not, saving money for future emergencies is always a smart move. For some, saving is practically second nature. For others, it may be difficult to know where or how to start. Saving money does not have to be difficult. At least not if you take the easy route and set up an automated savings plan.
Items to Consider During Tax SeasonFebruary 2015
As spring time gets closer and the threat of winter becomes less and less, the tax man approaches and you may be scrambling to make sure you have all of your financial information in order. While keeping good records is a big part of paying your taxes properly, there are several other items to consider during tax season that shouldn’t be left out in the cold.
United Capital Financial Advisers, LLC (United Capital) provides financial guidance and makes recommendations based on the specific needs and circumstances of each client. For clients with managed accounts, United Capital has discretionary authority over investment decisions. Investing involves risk and clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. The information contained in this blog is intended for information only, is not a recommendation, and should not be considered investment advice. Please contact your financial adviser with questions about your specific needs and circumstances. This blog is a sponsored blog created or supported by United Capital and its employees, organization or group of organizations. This blog does not accept any form of advertising, sponsorship, or paid insertions. Certain authors of our blog posts may be influenced by their background, occupation, religion, political affiliation or experience. It is important to note that the views and opinions expressed on this blog are that of the owner, and not necessarily United Capital Financial Advisers. As a Registered Investment Adviser, United Capital does not allow any testimonials on their blog, and any comments deemed as such United Capital will remove.
United Capital does not offer tax or legal advice; therefore all articles should not be taken as such. Please consult legal or tax professionals for specific information regarding your individual situation. All referenced entities in this site are separate and unrelated to United Capital. Any references to any specific commercial product, process, or service, or the use of any trade, firm or corporation name is for the information and convenience of the public, and does not constitute endorsement, recommendation, or favoring by United Capital.