Market Pullbacks and Financial Planning
June 7, 2022
With market volatility comes ups and downs. You may pay closer attention to your portfolio when the headlines are flashing red on the screen than prioritizing other aspects of your financial life; it is only natural. Taking a step back to evaluate the bigger picture can be beneficial to your wealth and stress levels. When […]
5 Tax Planning Checks that Could Save Thousands!
March 8, 2022
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 five tax strategies that are often […]
College Send Off: Stay Informed and Protected
July 13, 2021
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 […]
6 Tax Planning Checks That Could Save Thousands!
March 9, 2021
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 six tax strategies that are […]
College Costs – Where Are They Going?
January 5, 2021
The cost of college may arguably be the most expensive item parents plan for during their child’s life. The sticker shock of tuition, fees, and room and board charges may cause a sense of panic for parents when thinking about how to save for college or wondering how much college will cost in the future. […]
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 – […]