by Steve Carr | Jun 14, 2019 | Financial Strategy, Giving, Investing, Peloton Updates, Tax |
Financial planning is a very broad term. One common public conception is that it involves budgeting, or strategies to pay off credit cards. This is a simplistic but positive view. In the worst case, “financial planning” is nothing more a series of 20 year...
by Steve Carr | May 15, 2019 | Financial Strategy, Peloton Updates |
A comprehensive financial advisory engagement often delivers significant value. Distinguishing between the initial plan and “on-going” planning is worthwhile. This blog describes the two types of planning and whether and when they are most valuable. Initial Strategy...
by Steve Carr | Mar 15, 2019 | Financial Strategy, Peloton Updates |
The internet is suffering no shortage of opinions on the subject of how much cash savings you should have. Professional advisors vary widely on opinions of the amount someone should have, and to varying degrees, they’re all right. Like the vague concept of “risk”, the...
by Steve Carr | Feb 19, 2019 | Financial Strategy, Peloton Updates |
Many young homeowners foresee moving to a bigger home when they start a family. And a relocation for work or school could also dictate house sales and purchases. This blog uses a hypothetical example to answer the question: how should I save for my next house? How...
by Steve Carr | Jan 10, 2019 | Financial Strategy, Peloton Updates |
This is our third and final installment of ideal fit scenarios – hypothetical individuals who would be well-served by Peloton’s service offerings. In this article, we describe someone who would benefit from Peloton’s Roadmap planning engagement. The Need In the five...
by Steve Carr | Jan 10, 2019 | Financial Strategy, Investing, Peloton Updates, Tax |
Near the end of January, custodians will send Form 1099 tax statements to investors. 1099s detail income from investments in several sections. The 1099-DIV lists dividend income from stocks, and the 1099-INT shows interest income from bonds and money market funds for...
