Peter Newman, CFADec 31, 20203 minFinancial PlanningMake Up Your Mind DayMake your decision and stick to it. Find success by reaching out to experts or really commit to doing your research.
Peter Newman, CFADec 24, 20204 minTax Saving TipsGive in 2020: Feel Good and Save on Taxes“Money spent on others can buy happiness.”
Peter Newman, CFADec 17, 20203 minInvestment StrategySilver Lining for your IRA: Roth ConversionIf your traditional IRA account has declined, converting the account to a Roth now will minimize your tax hit.
Peter Newman, CFADec 10, 20204 minTax Saving Tips'Tis the Season to Reduce Tax Burden (part 2)Pay less taxes through itemizing your deductions. It is like a gift from the U.S. Government.
Peter Newman, CFADec 3, 20204 minTax Saving Tips'Tis the Season to Reduce Tax Burden (part 1)When your itemized deductions exceed the standard deduction, you pay less in taxes and keep more in your pocket.
Peter Newman, CFANov 26, 20206 minFinancial Planning7 Signs It’s Time To Find A New Financial AdvisorDetermine when the right time is for you to find a new financial advisor.