Tax-Loss Harvesting
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...
top of page
Search
Eric Martin
Nov 25, 20203 min read
The Potential Tax Savings From Maxing Out A Traditional IRA
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...
21 views
Eric Martin
Nov 18, 20203 min read
What Is $6,000 Invested In An Ira In January 2020 Worth Now?
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...
17 views
Eric Martin
Nov 2, 20204 min read
Three Ways To Dramatically Change Your Budget
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....
56 views
Eric Martin
Jul 29, 20203 min read
Start Paying Off Debt Now
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...
37 views
Eric Martin
Jul 21, 20202 min read
A Few Things To Keep In Mind When Investing
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...
36 views
Eric Martin
Jun 29, 20203 min read
Making A Financial Plan
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. ...
50 views
Eric Martin
Jun 23, 20202 min read
SEP IRA
SEP IRAs For self-employed individuals with no employees, or even a small family owned business with few employees, a SEP IRA (Simplified...
44 views
Eric Martin
Jun 22, 20202 min read
Simple IRA
The Simple IRA For small businesses, one benefit for employees that is often overlooked is a retirement plan. If a business owner has...
54 views
Eric Martin
Jun 16, 20202 min read
Roth IRA
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...
153 views
Eric Martin
Jun 15, 20202 min read
Traditional 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...
52 views
Eric Martin
Jun 14, 20203 min read
Why Rollover A 401(k)
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...
23 views
Nick Rossolillo
May 26, 20202 min read
The Benefit Of Having Your Investments And Taxes Prepared At The Same Company
What’s the reason for having your investment advisor and tax preparer work together? It could be thousands of dollars a year difference...
44 views
Nick Rossolillo
Dec 6, 20165 min read
Concinnus Financial Research Report: Do Stadium Naming Rights Align With Shareholder Best Interests?
Study thesis: Stadium naming rights do not align with best interests of shareholders. A company that purchases stadium naming rights...
470 views
Nick Rossolillo
Feb 24, 20165 min read
The Invention of (and Fallout From) the 30-Year Mortgage
“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...
20 views
Nick Rossolillo
Jan 21, 20163 min read
Staying Calm When the World Isn’t
“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...
14 views
Nick Rossolillo
May 13, 20155 min read
Attack of the Robo-Advisors? Or Just a Cheaper Version of Your Human Advisor?
The last two decades have dramatically changed the world we live in. The internet, once a novel technological curiosity that was...
31 views
Nick Rossolillo
Mar 17, 20154 min read
Lower Oil and Gas Prices – How to Maximize Your Upside
By Nick Rossolillo, President, Concinnus Financial March 10, 2015 I want to say one word to you. Just one word. Are you listening?...
18 views
Nick Rossolillo
Mar 9, 20154 min read
The “Fiduciary Standard” – What Is It? Why Should We Care?
Nick Rossolillo, President, Concinnus Financial March 3, 2015 On February 23, 2015, President Obama made comments about the “fiduciary...
18 views
bottom of page