December is a great time of year to visit family, enjoy holiday meals, and streamline April’s tax bill. With a bit of knowledge, you can really boost the tax efficiency of your portfolio and even your gift giving, so this month I’d like to share a few simple tips for getting the most out of […]
Congratulations! By reading this article you’re taking an important step in your financial life, one that your future self will probably thank you for in twenty years. In helping clients, I’ve found that there are many unique issues that people face every day, but there are also a lot of situations that apply to most […]
There’s still time to make a regular IRA contribution for 2010! You have until your tax return due date (not including extensions) to contribute up to $5,000 for 2010 ($6,000 if you were age 50 by December 31, 2010). Normally, your tax return must be filed by April 15. However, the IRS has extended […]
Both companies and employees can benefit from company stock purchases in 401(k) or other qualified retirement plans. But what should an investor do with these shares upon a job transition? You may have heard that you should avoid having too much of one stock in your portfolio, or that it’s beneficial to take advantage of […]
Here at the Bradford Pine Wealth Group, we believe in educating and informing our clients. In addition to providing guidance on investment options and strategies, we feel it’s important to include insight on the nuts and bolts of account management. One area that people generally don’t know about is the list of possible exemptions to […]
Brad holds the following registrations:
4, 7, 24, 63, 65, Life & Health (LA-513612 NY)