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Category Archives: Uncategorized
Income Tax Rates Are Now Known
Income tax rates are now known. Everyone, regardless of where their bracket tops off, can benefit from action meant to lessen taxes. Action that must be considered: • Contribute the maximum to a 401K or similar retirement plan. This goes … Continue reading
A Potentially “Taxing” New Year for Investors
With the uncertainty surrounding the election, many wonder what will happen to health-care reform and their own health insurance if the makeup of the Senate and the presidency change after the dust settles on Nov. 6. Certainly, it’s important to … Continue reading
Posted in Charity, Investing, Regulation, retirement, tax, Uncategorized
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The Fiscal Cliff
Many of our clients have asked questions about the “Fiscal Cliff”, a combination of tax increases and spending cuts that is supposed to go into effect on January 1st, 2013. We believe it is important to keep our clients well … Continue reading
Posted in Congress, Economy, tax, Uncategorized
Tagged Andrei Voicu, Bill Gross, Obama, Pimco, Tax cuts, Taxes
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What Role Should Financial Advisors Play in Choosing a College and Career?
In an interview for the Post-Gazette last fall, I discussed with reporter Tim Grant how schools aren’t doing enough to teach children about basic financial literacy. Tim and I recently spoke again for an article about the role financial advisors … Continue reading
Posted in 2012, 529s, Advisor, college, Education, Financial Advisor, Uncategorized
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Fragasso Looking to Buy Practices
We are looking to buy investment practices as well as to attract established investment advisors with an already-existing book of business to our firm. You may be in touch with people in either or both of those categories who may … Continue reading
Posted in Uncategorized
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Fragasso Financial Advisors again named one of Barron’s top firms
“Don’t worry when you are not recognized, but strive to be worthy of recognition.” – Abraham Lincoln In our minds, truer words have never been spoken. The service and counsel we provide for clients is a reward in and of … Continue reading
Posted in Uncategorized
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Higher Taxes Won’t Affect the Stock Market, But Will Affect Your Financial Goals
Definitive historical research demonstrates that higher tax rates do not disrupt the stock market, but they may unsettle your financial goals if you don’t have proper financial management. Higher tax rates directly impact earnings meant for investment. Let’s look back … Continue reading
Posted in Uncategorized
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Financial Planning for Our Four-Legged Friends
We all know the importance of financial planning for the future of our family, but what about financial planning for our pets? For many of us, our pets are family. As a long time supporter and board member of Animal … Continue reading
Posted in Uncategorized
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Is Your Foundation or Endowment Vulnerable?
Some time ago, I blogged about the personal liability that comes with a nonprofit board position. I talked about how, with the recent market turmoil, board members have faced litigation. Individuals have sued because they believed the foundation’s endowment’s investment … Continue reading
Posted in Endowment, Foundation, liability, Uncategorized
Tagged endowment, foundations, volatility
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Taking Your Tax Refund Further in 2011
April 18th has come and gone, and, if you got your taxes in on time, the stress of filing can finally be put behind you. Now comes the fun part – patiently awaiting the refund check. Whether big or small, … Continue reading
Posted in Uncategorized
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