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....

A Commonly Misinterpreted Tax Deduction Who doesn’t love tax season!? Oh that’s right, no one does! Except the government maybe, or a...

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...

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...

“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...

Besides articles that feature numbered lists, one of the biggest clichés I run across on a weekly basis are articles about business and ...

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...