Week Ahead: Asset Class Envy

BlogMark TalercioDecember 28, 2013bonds, Economy, Fed taper, Federal Reserve, long term unemployment benefits, Markets, Stocks, Unemployment, US Treasury bonds

2013 Financial Year in Review

I recently reviewed investment moves to make before year-end – now it's time to tackle employee benefit and retirement issues, as well as other savings ideas.

Week Ahead: Fed Proclaims “Let the Good Times Roll!”

BlogMark TalercioDecember 21, 2013Ben Bernanke, DJIA record, Economy, Fed taper, Federal Reserve, FOMC, Jobs, Markets, QE3, Stocks, Unemployment

Year-End Planning: Benefits, Retirement

I recently reviewed investment moves to make before year-end – now it's time to tackle employee benefit and retirement issues, as well as other savings ideas.

BlogMark TalercioDecember 18, 2013401k, 529 plan, Catch up contribution, FSA, QCD, Retirement, RMD, Year-end financial planning

Big changes to mortgage market in 2014

BlogMark TalercioDecember 18, 2013bonds, credit score, down payment, FHA, FHFA, interest rates, Loan limits, mortgage, Mortgage rate, Re-fi, Refinance

Year-End Planning: Investments

BlogMark TalercioDecember 14, 2013rebalancing, tax planning, tax selling, taxable losses, wash sale, Year-end financial planning

Week Ahead: Federal Reserve Nerve

BlogMark TalercioDecember 14, 2013Ben Bernanke, Economy, Fed taper, Federal Reserve, FOMC, Janet Yellen, Jobs, Markets, QE3, Stocks, Unemployment

Don't Get Madoff-ed: 10 Questions to ask Financial Advisors

BlogMark TalercioDecember 11, 2013CFP, CPA PFS, fee based, fee only, Fiduciary, Financial Advice, Financial advisor, FPA, Investment Advisor, Madoff, NAPFA, Registered Investment Advisor

Be Smart about Charitable Giving

Genworth Financial released its long-term care Cost of Care Survey for 2013 and the results are sobering. The cost of home care providers, adult day health care facilities, assisted living facilities and nursing homes has been steadily rising over the past 5 years.

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