As this crazy and unforgettable year comes to a close, it's time to start thinking about ways to save on the 2020 tax bill. As was...

When tax time rolls around, one of the most asked questions we get is: "What can I do to pay less in taxes?" At the time of actual tax...

Investors have seen some major swings in their account balances over the course of 2020. Now that the year is coming to an end, let's...

Getting more cash each month doesn’t necessarily mean you have to win the lottery, get a big raise, go back to college, or change jobs....

There seems to be a major trend in the U.S. where Americans are racking up more and more debt. According to the Federal Reserve for the...

Whether someone has been a long-time investor or is just getting started, there are a number of rules to reflect on that can help create...

Most people want to have a good financial plan that can allow them to save for the things that matter most, and not be a slave to debt. ...

SEP IRAs For self-employed individuals with no employees, or even a small family owned business with few employees, a SEP IRA (Simplified...

The Simple IRA For small businesses, one benefit for employees that is often overlooked is a retirement plan. If a business owner has...

Roth IRAS Who doesn’t love tax free money? That’s right, legal tax free money. Is that even possible? It sure is with a Roth IRA...

The Traditional IRA Everyone wants to save for retirement, but the hard part of saving for long-term goals is getting started. But even...

Have a 401(k) left behind from a previous job? Conversation often revolves around what to do with it. Should it be cashed out? Left...

What’s the reason for having your investment advisor and tax preparer work together? It could be thousands of dollars a year difference...

Study thesis: Stadium naming rights do not align with best interests of shareholders. A company that purchases stadium naming rights...

“Some debts are fun when you are acquiring them, but none are fun when you set about retiring them.” – Ogden Nash The year was 1934. The...

“The ideal of calm exists in a sitting cat.”—Jules Renard It has certainly been a rocky start to 2016! Stock markets around the world...

The last two decades have dramatically changed the world we live in. The internet, once a novel technological curiosity that was...

By Nick Rossolillo, President, Concinnus Financial March 10, 2015 I want to say one word to you. Just one word. Are you listening?...

Nick Rossolillo, President, Concinnus Financial March 3, 2015 On February 23, 2015, President Obama made comments about the “fiduciary...