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Kristian Finfrock's Blog

The Correlation Between Bond Prices and Interest Rates

The Correlation Between Bond Prices and Interest Rates

The article and opinions in this publication are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you consult your accountant, tax, or legal advisor with regard to your individual...

Investment Mistakes to Avoid

Investment Mistakes to Avoid

The article and opinions in this publication are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you consult your accountant, tax, or legal advisor with regard to your individual...

Investing Strategies for 2021

Investing Strategies for 2021

The article and opinions in this publication are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you consult your accountant, tax, or legal advisor with regard to your individual...

Mistakes to Avoid When Filing Taxes

Mistakes to Avoid When Filing Taxes

When filing taxes, the process can be quite challenging for some. The rules are complex, but taxpayers seem to make mistakes when filing that are mostly very simple. Let’s take a look at some common and avoidable mistakes people make when filing their taxes. Firstly,...

What are Tax-Efficient Investments?

What are Tax-Efficient Investments?

Taxes are a part of our everyday life. From paying sales taxes to local government and investment taxes, more than likely, you’ve experienced paying them in one form or another. So although investments are a great way to build your income, they can be costly when it...

Tax Time Preparation: 2020 Year-End

Tax Time Preparation: 2020 Year-End

It is never too early to start preparing for tax season. Tax returns for 2021 are a reflection of the entirety of 2020, so there is obviously a lot of data to collect. Some tips can also help you maximize your tax refund and deductions to ensure you are getting...

Tips for Charitable Giving During the Holidays

Tips for Charitable Giving During the Holidays

The holiday season invokes in all of us the spirit of giving. That feeling makes this time of year ideal for charitable donations and philanthropy. While most organizations encourage donations year-round, the holidays are a time of great need among vulnerable...

Alternative Investment Options for Retirees

Alternative Investment Options for Retirees

Once you begin retirement, you start to dip into the money you accumulated over the years. For some people, this may not be enough for them to live a stress-free and desirable retirement. Although you had plenty of time to accumulate funds, it can be difficult to...

What Makes a Good Investment?

What Makes a Good Investment?

It’s obvious that a good investment creates profit but there is more to investing than that. Investing is an extremely reliable way to reach financial goals. It’s more than buying safe investments, but how you balance your different investments. To make successful...

Making Your Retirement Income Plan Tax-Efficient

Making Your Retirement Income Plan Tax-Efficient

In most cases, social security benefits aren't enough for a retiree to live comfortably. So with a combination of retirement plans, social security, and other generated income, you can create a reliable, tax-efficient plan that can help you lead the retirement...