Blog

Cultivating Gratitude In Your Life

Nov 21, 2017
This is the time of year marked by giving thanks for what is most meaningful to us. Expressing gratitude not only can make someone feel good in the season but researchers say it can have longer-term positive…

Investing in Real Estate with REITs

Nov 09, 2017
What is REIT? A REIT is a company that pools money from investors to buy or finance real estate and that is required to distribute at least 90% of its taxable income to its investors every year. As a…

Tax Tips for Deduction of Charitable Giving

Nov 08, 2017
Posted by Davis & Hodgdon Associate CPAs, November 7, 2017. 'Tis the season for giving thanks! The holidays are upon us prompting many to consider charitable giving. Before moving forward review these…

Follow-up to Equifax Data Breach

Sep 26, 2017
Since the Equifax data breach was publicly announced on Sept. 8, follow-up questions have been rolling in. To that end, we wanted to provide some additional guidance and updates to help clients navigate…

EQUIFAX DATA BREACH: WHAT YOU NEED TO KNOW

Sep 12, 2017
On Friday, Equifax, one of the major credit reporting bureaus, issued a press release announcing that on July 29 it had discovered “unauthorized access” to data belonging to as many as 143 million U.S.…

Bigger Isn't Always Better When it Comes to Financial Advice

Sep 06, 2017
Published at http://www.kiplinger.com/article/retirement/T023-C032-S014-bigger-not-always-better-with-financial-advice.html.  By MEGAN CLARK, INVESTMENT ADVISER REPRESENTATIVE | Clark & Associates Inc.…

This Is What Good Financial Planners Do

Sep 06, 2017
Published at http://www.kiplinger.com/article/investing/T023-C032-S014-this-is-what-good-financial-planners-do.html.   By MEG BARTELT, MSFP, CFP®, President | Flow Financial Planning, LLCJune 2017. People…

529 College Savings Plans: The Earlier the Better

Sep 05, 2017
The earlier you begin to save for your child’s future with a 529 College Savings Plan, the more time your money has to potentially grow. Let’s say you use a 529 account to invest $1,000 at the beginning…

529 College Savings Plans - The Impact on Financial Aid

Jul 26, 2017
In parts one and two of our series on the 529 College Savings plan we detailed the financial and tax benefits of contributing to a 529 plan. Now, we look closely at how it may impact your quest for financial…

Part Two: 529 College Savings Plans - Save for Your Child’s Future and Save on Taxes

Jul 20, 2017
Today, nearly every state offers at least one 529 college savings plan. 529 plans are state-sponsored savings plans with tax advantages that may make it easier to save for college and there are many good…