This is our review of the markets for fourth quarter and year of 2016. As you know, we do not believe in making forecasts, but we comment on cross currents influencing the markets. As usual, our goal is to look at recent market results, put them in perspective,… Read More »2016 Q4 Market Review: A Year of Thwarted Forecasts
It was with a sigh of relief that I completed our family’s tax work this year (full disclosure: we have a CPA prepare ours, but I did my mother’s—-hers is simpler, and it saves her a bit of money). However, rather than just filling out the forms to… Read More »Your 1040: What it Says About You
Local Financial Advisor Joins Leading Association of Fee-Only Financial Planners Nola Kulig of Kulig Financial Advisors in Longmeadow, MA has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA). With membership, Kulig becomes affiliated with an organization of more than 2,400 of the most-qualified… Read More »Nola Kulig, CFA, CFP® accepted for Membership in the National Association of Personal Financial Advisors (NAPFA)
Organizing my tax information prompted me to write on this topic. Coincidentally, I ran across an article on the topic by Elaine Floyd, CFP® and Richard Koreto, who I credit for this list of questions, but which I have adapted based on my experience. As will become clear… Read More »9 Questions to Ask Your Tax Advisor