Tax Season Scams

Tax season is in full swing… and tax scams are everywhere. How can you can tell if a crook is claiming to be the I.R.S. in an effort to steal your money or personal information? Watch for these giveaways.

Using an IRA Trust

What is it? What kind of benefit could it provide? Provided by Reeve Conover, Conover Consulting Seemingly everyone has heard of an IRA, but few people know about IRA trusts. Perhaps more people should, for an IRA trust may provide a way to “stretch” IRA assets for decades to benefit multiple generations.

Robo-Advisor vs Human Advisor

If an investor chooses a non-human financial advisor, what price could they end up paying? Provided by Reeve Conover, Conover Consulting Investors have a choice today that they did not have a decade ago. They can seek investing and retirement planning guidance from a human financial advisor or put their invested assets in the hands of a robo-advisor – a …

Building an Emergency Fund

Everyone should aim to have a cash reserve. Provided by Reeve Conover, Conover Consulting  We all would love to have a little extra cash on hand for emergencies. Saving up that cash can be a challenge – but with a little effort, that challenge can be met.

What to do With Your Tax Refund

Instead of just spending the money, you could plan to pay yourself. Provided by Reeve Conover – Conover Consulting About 70% of taxpayers receive sizable refunds from the Internal Revenue Service. Just how sizable? The average refund totals about $2,800.1 What do households do with that money? It varies. Last year, consumer financial services company Bankrate asked Americans about their …

Active and Passive Investment Management

What do each of these terms really mean? Provided by Reeve Conover – Conover Consulting Investment management can be active or passive. Sometimes, that simple, fundamental choice can make a difference in portfolio performance. During a particular market climate, one of these two methods may be widely praised, while the other is derided and dismissed. In truth, both approaches have …

Managing Money Well as a Couple

What are the keys in planning to grow wealthy together? When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as well. To succeed as a couple, you may also have to succeed financially. The good news is that is usually not so difficult.