IRA Tax Deduction – Do You Qualify?

IRA Tax Deduction – Do You Qualify?

Clients often ask if they qualify for an IRA tax deduction. Individual Retirement Arrangements, more widely known as Individual Retirement Accounts (IRAs), are one of the most popular retirement savings tools in America in addition to 401ks. It’s no surprise since...
When is the IRA Contribution Deadline?

When is the IRA Contribution Deadline?

Like many people, you may be working on finalizing your 2018 tax return before the April 15 tax-filing deadline. If so, there might be an opportunity for you to obtain a valuable tax deduction and boost your retirement savings at the same time, so it’s important...
How to Negotiate Equity Compensation

How to Negotiate Equity Compensation

With news of Lyft’s investor road show for its initial public offering (IPO) hitting the headlines, we are reminded of how important a strong equity compensation package is for your career. Many Silicon Valley unicorns, like Lyft, have long resisted the stock...
Why Use a Financial Advisor?

Why Use a Financial Advisor?

A common question that we face from people who self-manage their finances is: why use a financial advisor? When it comes to managing their investments, many people do choose to work with a professional. In fact, almost two-thirds (61%) of people with a long-term...
Bear Market Survival Guide

Bear Market Survival Guide

Craig Birk, Personal Capital’s Executive Vice President of Portfolio Management, answers your top questions about how to keep your portfolio safe during a bear market situation. This article originally appeared in the March 2019 issue of Kiplinger’s Personal Finance....
How to Plan for Health Care in Retirement

How to Plan for Health Care in Retirement

The mere thought of health care costs when planning for retirement can be overwhelming, but they may not be as disrupting as many fear. Even though health care costs tend to increase with age, they eventually level off and even take the place of other expenses. What...