Resources

9
Nov

Financial Life Advisors has a new Team Member!

FLA is pleased to announce Kim Nourie, CPA, CFP®, RICP® has joined the the team.   Ms. Nourie has joined the firm as a Senior Wealth Manager with an extensive background in financial planning and wealth management services and adds to the breadth and depth of services offered at FLA. “We are delighted that Kim has joined Financial Life Advisors,”

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21
Dec

Dementia Care: Protecting a Father’s Legacy

A daughter cares for her ailing father, and gets advice on handling his finances. At first, Theresa Von Vreckin chalked up her father’s odd behavior to fatigue. Her dad, Theodore Fisher, had been the primary caregiver for her mother, Mary, who was ill for more than a decade. When Mary went to a nursing home, Fisher visited his wife every

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23
Oct

What Are Some Tax Efficient Investing Strategies?

What would you say if I told you that you can increase your long-term investment portfolio returns without increasing the risk or even changing which investments you use? You would probably call me crazy or a liar. The fact is, it is relatively easy to do. It has to do with being tax efficient and lowering the tax bill those

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23
Oct

Unique Roth Conversion Strategies

In 1997, the U.S. Congress established a new type of retirement account named after Senator William Roth. Although this account did not provide an immediate tax deduction, it did offer a powerful and simple concept– all growth, if kept until retirement age, would be TAX-FREE. For many years, higher income Americans were unable to participate in either annual Roth contributions

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23
Oct

Identity Theft Protection

I recently received an email from a concerned client who had just found out there was $18,000 in unauthorized transactions on his credit card. His credit score had dropped 43 points already and he was worried that he was a victim of identity theft. Here is some of the advice I gave him. The fact his credit card was stolen

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23
Oct

An Insider’s Perspective of the Investment Marketplace

How are Financial Products Distributed? The average person goes to school, graduates, then gets a job. Between buying a car, house, and other post-graduate purchases, there is usually not much thought giving to saving and investing, but once someone is ready to start investing, what is the first step? Everywhere you turn there is an investment opportunity. The banker says

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