Recent Articles from Jeff Nelligan
Coping with wealth
Wealth can be a mixed blessing – one that creates great opportunity as well as weighty responsibility – especially for children. As a parent, grandparent, or concerned relative, you hope to pass on what you have learned about managing and preserving wealth to the younger generation. However, you want the family legacy to be about […]
Top four tips for tax-savvy investors
A century ago, author Mark Twain wrote that the difference between a taxidermist and a tax collector is that the taxidermist only takes your skin. Today, the IRS isn’t any more popular. Why not see if any of the following strategies could allow you to keep more of what your investments earn? 1. Look into […]
Your annual financial review checklist
Preparing for an annual financial review may be easier with a checklist to help you focus on important matters. With that in mind, here is a list of key considerations that you may want to discuss with your financial advisor. • Do I need to rebalance my asset allocation? Depending on the performance of your […]
Protecting your retirement investments…
The current economic and market environment has prompted many Americans to rethink their retirement strategies. If you are experiencing a job transition-particularly if the transition is unplanned and unexpected-such a reassessment may be particularly important for you. While it may be tempting to focus more on your immediate needs, you should not lose sight of […]