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Posts By: Jason Farris, CFP®,CAP®

Household Employment: Requirements & Common Misconceptions

Posted 8:00 am by Jason Farris, CFP®,CAP® & filed under News.

Do you have a household employee? You should know these requirements and misconceptions to avoid the IRS knocking on your door.

Work Longer To Live Longer

Posted 6:09 pm by Jason Farris, CFP®,CAP® & filed under News.

There’s finally an answer to an age-old question: How can I live a longer, more satisfying life? The answer is work longer. Here is why.

Beware Of The Modern Day IRS Scams

Posted 8:00 am by Jason Farris, CFP®,CAP® & filed under News.

One of the most effective and dangerous telephone scams these days involves a call from the IRS. Jason Farris explains what you should look for, and what to do when you run into this problem.

How Financial Planning Is Event Driven

Posted 3:01 pm by Jason Farris, CFP®,CAP® & filed under News.

Financial planning is often event driven. Most often there is an event – a catalyst – which evokes one’s desire to engage in financial planning.

How To Avoid The Pain Of Market Volatility

Posted 4:17 pm by Jason Farris, CFP®,CAP® & filed under News.

We experience emotional pain and anxiety when our portfolios are losing money during market downturns. Find out how to avoid the mental anguish of market downturns.

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