by Diane Olinger | Jul 17, 2019 | The OverView
How to make sense out of the recent market behavior? We experienced a painful decline in the last month of 2018 before the markets took a sharp (and unexpected) about-face and delivered the biggest one-quarter gain since the third quarter of 2009. The surprise...
by Diane Olinger | Jun 24, 2019 | The OverView
Written by: Kirk Licata, CFP® Having been raised in a family whose livelihood depended upon a small business, I know from personal experience the extent to which the successes or failures of such a business can become integrated into an individual or family’s...
by Diane Olinger | May 6, 2019 | The OverView
By: Michael Lipsey, CFP®, AIF® Imagine that you can deposit money into an account that: Gives you a tax deduction May reduce your FICA (Social Security) taxes Grows tax free and may generate tax free distributions Might be set up with money from your employer Can...
by Diane Olinger | Feb 25, 2019 | The OverView
By: Kirk Licata, CFP® As small business owners across the country begin gearing up for their annual pilgrimage to their accountant’s offices, there is a new deduction that could have a major impact on their wallets: the qualified business income deduction. As a...
by Diane Olinger | Aug 14, 2018 | The OverView
By: Kirk Licata, CFP® LongView Wealth Management. There’s that “Wealth” word again. What comes to mind when you hear the word “wealth”? Do you picture mansions, yachts, luxury cars, and designer wardrobes? How about the term “wealthy”? Certainly, all millionaires and...
