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Is your retirement plan on course?
There's still time to fund your 2018 IRA contribution and receive the Tax Benefit if you've not yet filed your 2018 return. Longer life...
Stephen H Akin
Mar 25, 20191 min read
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Fintech, Embrace the future!
Caveat emptor is a Latin term that means "let the buyer beware." Similar to the phrase "sold as is," this term means that the buyer...
Stephen H Akin
Mar 8, 20191 min read
77 views
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Good News!
If you did not fund an Individual Retirement Account in 2018 there's still time. For 2019, your total contributions to all of your...
Stephen H Akin
Feb 22, 20191 min read
30 views
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2019 Financial Checkup
Four must do items for a healthy financial life in this new year! 1) Review your investment plan. The beginning of each year is an...
Stephen H Akin
Jan 19, 20191 min read
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Moving forward in 2019
The recent market activity has opened up some unique investment opportunities. I've been investing in financial markets since the early...
Stephen H Akin
Jan 1, 20191 min read
153 views
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Year-end tax tips to boost your refund
Under the Tax Cuts and Jobs Act. Now, an individual will need total itemized deductions to exceed $12,000, the new standard deduction for...
Stephen H Akin
Dec 10, 20183 min read
88 views
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Registered Investment Advisor Vs Stockbroker
If you are like many people you may not be confident in making financial and investment decisions on your own. Enter the investment...
Stephen H Akin
Oct 22, 20182 min read
46 views
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Expert: Take caution before choosing financial adviser
It’s one of the most significant decisions a person can make: Who can I trust to monitor my investments? A five-letter acronym known as...
Stephen H Akin
Oct 8, 20183 min read
6 views
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Changing Retirement Plan Rules
President Trump recently signed an executive order to make it easier for small employers to offer 401(k)s through multiple-employer plans...
Stephen H Akin
Sep 21, 20183 min read
31 views
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Disruptive Price: Free
It was just the other day I wrote about Fidelity cutting fees. This morning JP Morgan another Wall Street Powerhouse followed. The trend...
Stephen H Akin
Aug 21, 20181 min read
66 views
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Reduce Your 2017 Tax Bill With an IRA Contribution
There's still time to reduce your 2017 tax bill. You can make a tax-deferred individual retirement account contribution that can be...
Stephen H Akin
Mar 7, 20184 min read
49 views
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Experts offer investment tips for 2018
Walter Todd III, president and chief investment officer at Greenwood Capital provided a 2018 economic forecast Friday. ADAM BENSON |...
Stephen H Akin
Jan 30, 20182 min read
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Fee Only Financial Planner: What's the Difference?
September 23, 2016 Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their...
Stephen H Akin
Aug 24, 20172 min read
55 views
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