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...
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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...
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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...
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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....
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Eric Martin
Aug 6, 20203 min read
Finance Shminance Presents: A Commonly Misinterpreted Tax Deduction
A Commonly Misinterpreted Tax Deduction Who doesn’t love tax season!? Oh that’s right, no one does! Except the government maybe, or a...
109 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...
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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...
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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...
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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...
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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...
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Nick Rossolillo
Apr 14, 20154 min read
Five Reasons You Should Ignore Warren Buffett
Besides articles that feature numbered lists, one of the biggest clichés I run across on a weekly basis are articles about business and ...
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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?...
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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...
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