Mark Young
Check Your Annual Credit Report
A quick reminder regarding the importance of your credit report – your credit rating can affect qualifying for a loan and the interest...
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Mark Young
Jan 22, 20181 min read
Predicting the future...
The following article is by Weston Wellington at Dimensional Fund Advisers. I find his articles informative and humorous. Enjoy... Nine...
Mark Young
Jan 1, 20181 min read
Why You Should Review Your Beneficiaries
I recommend periodically reviewing your beneficiaries on your investment accounts. Generally you can designate a beneficiary (and...
Mark Young
Oct 1, 20172 min read
What to Do After the Equifax Hack?
Like most of the 140+million US citizens I was distressed to find that much of my most confidential information was exposed because of...
Mark Young
Sep 1, 20172 min read
What Do I Need to Know About RMDs (Required Minimum Distributions)
Traditional IRAs (Individual Retirement Arrangements) and other retirement plan contributions can provide a tax benefit annually,...
Mark Young
Aug 1, 20172 min read
Financial Advice for College Grads
Many of us have children graduating from college. You may want to provide some financial guidance for your graduates as they enter the...
Mark Young
Jun 1, 20171 min read
Chasing Market Returns
Our clients sometime ask about their investment returns as compared to the S&P 500. At times, our returns seem to under-perform this...
Mark Young
May 1, 20172 min read
Why I Became a Financial Planner
I opened my CPA firm in 1989 (think pre-personal computer). At first, I didn't prepare a lot of tax returns. I primarily provided...
Mark Young
Apr 1, 20172 min read
How to Max Out Your Social Security
While many of my clients may not depend on their social security benefits for a successful retirement, it's still important to maximize...
Mark Young
Mar 1, 20171 min read
Why You Should (almost) Never Get Your Financial Information from the News!
I play this game when I'm reading financial news. If the author is attempting to forecast the future, I save the article with a date. A...
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