Kulig Financial Advisors Announces Planning Retainer Services, Raises Hourly Planning Rate

From our inception, Kulig Financial Advisors has believed that clients should have a clear picture of the costs they pay for advice. We believe in transparency in fees and communicate them explicitly so that you know what you can expect to pay. For this reason, we are announcing a… Read More »Kulig Financial Advisors Announces Planning Retainer Services, Raises Hourly Planning Rate

Defining a Recession

Henry Wadsworth Longfellow’s poem, “The Midnight Ride of Paul Revere,” retells the story of a patriot who shouts a harrowing warning to his fellow colonists, “A recession is coming! A recession is coming!” Well, that’s not quite the story, but given the seemingly non-ending talk about a recession,… Read More »Defining a Recession

Tax Reform and Tax Planning

I suspect that taxes are not high on anyone’s list right at the moment. I know it’s a busy time. Christmas shopping, holiday parties, tree trimming, family visits, and year-end cheer may already be on the calendar. Yet it’s not too soon to start thinking about taxes. And… Read More »Tax Reform and Tax Planning

2017 Q3 Market Review: Markets Continue to Rise Despite Geopolitical Turmoil and Natural Disasters

This is our review of the markets for third quarter and year-to-date 2017. Long term readers know that we do not believe in making forecasts, instead commenting on cross currents influencing the markets. As usual, our goal is to look at recent market results, put them in perspective,… Read More »2017 Q3 Market Review: Markets Continue to Rise Despite Geopolitical Turmoil and Natural Disasters

Steps to Take Following the Equifax Breach

Note: this article was sent last month to clients immediately following the Equifax data breach. This month’s post concerns steps to take following the Equifax breach. There is lots of information in the public domain (here is one at http://www.marketwatch.com/story/are-you-one-of-the-143-million-customers-in-the-equifax-data-breach-do-this-now-2017-09-08), but you might find some of it conflicting.… Read More »Steps to Take Following the Equifax Breach

Roth Savings Strategies for High Earners: Strategy #1 – the Back Door Roth IRA

Roth IRAs and 401(k)s are wonderful savings vehicles. Although you cannot claim a tax deduction for them, their earnings are untaxed and there is no income tax due when withdrawn in retirement, providing some requirements are met. Whenever possible, we recommend some portion of savings be devoted to… Read More »Roth Savings Strategies for High Earners: Strategy #1 – the Back Door Roth IRA

Kulig Financial Advisors Quoted on onWallStreet.com, Bloomberg Business Online and NASDAQ Online

We were pleased to be quoted recently in an article on how hard it can be for clients to change financial advisors. We have been fortunate to gain the trust of many clients who were looking to change advisors and make sure they were getting a fair shake.… Read More »Kulig Financial Advisors Quoted on onWallStreet.com, Bloomberg Business Online and NASDAQ Online