Don’t Send Your Child off to College Without This
August 11, 2020
As high school students finish their senior year of high school and head off to college, their summers are typically filled with graduation parties and goodbyes as they prepare for college. Students schedule their classes and make trips to Target to get ready for the school year, but one important detail is rarely discussed. Most […]
Careful Planning for College Refunds – Avoiding Tax on 529 Distributions
June 16, 2020
Due to their tax-advantaged nature, 529 college savings plans have quickly become one of the most popular ways for families and individuals in the United States to set money aside for college. These accounts offer special income tax deductions in many states for those that contribute to a 529, and any growth from investments within […]
5 Tax-Saving Moves For Your 2019 Tax Return
April 1, 2020
Now that tax time is here, you’re probably starting to load everything into your tax preparation software or send documents to your CPA. There are many tax documents mailed to you or available online, but what about some of the items that are tougher to keep track of? Here are 5 helpful reminders for items […]
What’s the Big Deal with Interest Rates? 3 Ways You Will Feel Changes
September 4, 2019
Markets go up. Markets go down. We’ve seen interest rates increase and we’ve seen interest rates decrease. Let’s assume you are not a big purchaser of Treasury Bonds – why would interest rates matter to you? The on-going saga of interest rates around the world continues to lead headlines across news outlets. With buzz words, […]
College Send Off: The Tool You Need to Stay Informed
July 9, 2019
Summer feels like it just started, and back-to-school is already around the corner. Whether you are dropping off your fifth child for the first time at college – or your first child for the fifth time – you’re ready for this. You made good decisions along the way and tackled a lot: Filled out your […]
InvestmentNews awards BDF 2019 Best Places to Work for Financial Advisers
April 10, 2019
Balasa Dinverno Foltz LLC has been recognized as a 2019 Best Places to Work for Financial Advisers as announced by InvestmentNews April 1, 2019. BDF was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. InvestmentNews partnered with Best Companies Group, an independent research […]
5 Important Things to Know for Your 2018 Taxes
March 5, 2019
With tax time finally here, you’re probably starting to load everything into your tax preparation software or send documents to your CPA. Below are a few items that may be tougher to keep track of during the year but are certainly important pieces of information to pass along to your tax preparer. 529 Contributions/Distributions – […]
Working Wealthy – Who’s the Best Coach?
February 26, 2019
I took my daughter ice skating recently. Ever since she caught the skiing bug, she has been determined to try ice skating. Having played hockey nearly my entire childhood and through college, I was thrilled she wanted to try something I thought I knew a lot about. However, I quickly learned that knowing a lot […]
Key Planning for the Youngest in the Family
December 11, 2018
Sending your young adults off to college, especially when it is for the first time, can be hectic. The focus is usually on getting signed up for the right classes and moving a car load of belongings into a small dorm room. These are really important and the to-do list for setting up your college […]
Working Wealthy – What’s Your Cash Cushion?
August 28, 2018
It’s a topic we take for granted, but it is rather important to the cash management of any household or family. How much cash do you keep on hand for emergencies? No one plans to replace their furnace and get in a car accident in the same week. So be prepared, and don’t let a […]
Helpful Hints to Help Ease the Holiday Divorce Stress
December 19, 2017
The Holidays tend to elicit a range of emotions for all of us. The excitement of gifts and special time with family and friends, offset by the stress of extra shopping and events. Many of us are either directly or indirectly affected by divorce. The complexity of the additional houses and celebrations often intensify the […]
Graduation Gifts with a Tax Break
August 8, 2017
Summertime brings us joy and excitement in many ways. There’s family barbeques, concerts, and weekend trips to the lake, just to name a few. It’s also a time for new experiences, as fresh empty-nesters pack up their cars and prepare to say goodbye to their recent high school graduates. With the 2017 Fall Semester looming […]