Getting the Most Out of Your Tax Review Meetings

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From accountingweb.com, March 18th 2016 By Thomas Mingone Increasingly, we live in a do-it-yourself world. YouTube videos walk us through simple home repairs that minimize the need for plumbers and electricians. Sophisticated robo-advisor algorithms allow self-directed investors to build and automatically rebalance their own portfolios. And user-friendly tax software from the likes of Intuit and… Read more »

NYC Firm Capital Management Group Adds Christine Hyla to Team

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NEW YORK, NY–(Marketwired – February 24, 2016) – Capital Management Group is a comprehensive financial services firm with $1B assets under advisement and headquartered in New York Hyla had previously served as an analyst at Rondeel Research Group Capital Management Group, a comprehensive financial services firm with $1B assets under advisement and headquartered in New… Read more »

Here’s How to Help Your Grandkids Pay for College

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From thefiscaltimes.com, January 26th 2016 By Beth Braverman A growing number of Baby Boomers start pondering their financial legacy, helping grandchildren (and their parents) cover the skyrocketing costs of college seems like a no-brainer. Assisting with college costs is a big gift that benefits both younger generations at once, and it’s more meaningful than simply… Read more »