Aug 17, 2022
By Jessica Lanning, JD, CFP® When you sell an investment for more than you paid for it, the difference is called a capital gain. If the investment was held for more than one year, the gain is considered long-term and is (typically) taxed at a lower rate than...
Jul 29, 2022
By: Jessica Lanning JD, CFP® There’s a line from the 1964 film Zorba the Greek, where Zorba (played by Anthony Quinn) upon being asked if he is married, replies, “Am I not a man? And is not a man stupid? I am a man, so I’m married. Wife,...
Jul 13, 2022
By Jessica Lanning, JD, CFP® Annually, various organizations release studies that show that average investors underperform the markets, sometimes as much as 50% less, a frightening number for those do-it-yourselfer investors on the verge of retirement. ...
Jun 30, 2022
By Jessica Lanning, JD, CFP Attention all you late 40-, 50- and early 60-somethings who have been managing your finances on your own and think you might want to hire professional help: My goal here is to bring you some clarity so that you can get out of...
Jun 25, 2022
By Jessica Lanning, JD, CFP® Attention all you late 40-, 50- and early 60-somethings who have attempted and “failed” to hire a financial planner: Simplify your hiring process. This article will tell you how. Financial Planning, Groundhog Day-style...
May 24, 2022
By Jessica Lanning, JD, CFP® Two common misconceptions need to be cleared up before you can even start to understand how financial planners are paid and which one you should choose. Misconception #1: Planners paid by commissions are inherently bad, evil,...
Deferred Sales Trust Company > Blog > Page 74
