by Joe Fragnoli | Dec 12, 2016 | financial planning, Retirement Planning, Tax, Tax Planning, Uncategorized
TAX INEFFICIENCY IN MUTUAL FUND INVESTING – There are a number if financial and tax considerations when using mutual funds as an investment tool. One thing that I have experienced is that most of the investment advisors and financial planners that...
by Joe Fragnoli | Jul 26, 2016 | retirement, Retirement Planning, Tax, Tax Planning, Uncategorized
You need less to retire than you think! I have been preaching for a while now that many individuals have been fooled into thinking they need some ridiculously large sums of money in a retirement plan in order to retire. This is just not true. But, commissioned based...
by Joe Fragnoli | Jul 15, 2016 | Retirement Planning, small business, Tax, Tax Planning, Uncategorized
Tax planning is an art. The process and strategies are ever changing depending on the situation and circumstances. There is far more to it than calculations and projections. There is law interpretation and application and how the tax code and regulations are applied...
by Joe Fragnoli | Jan 6, 2016 | financial planning, Retirement Planning, Tax Planning, Uncategorized
Make a New Year’s resolution to “build a financial foundation”. Each year most of us make some resolutions at the beginning of the year: I am going to save more money. I am going to lose weight. I am going to workout regularly. I am going to get...
Recent Comments