Making the Most of Your Tax Return
by St. John & Associates on Sep 15, 2021
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
Welcome to Our Blog
We intend to provide blogs on topics that are focused on helping people understand and deal with specific issues involving personal finances, including planning for the future, the nature and scope of financial services, and managing your portfolio in today’s market without losing sight of your future goals.
We believe there is a need for sound financial advice delivered in a timely manner from people you trust. The team at St. John and Associates has deep financial experience, and we are pleased to share that experience with you.
Greg, Bryan, guest writers and I will be posting things regularly that we hope you will find useful in your financial life. As always, feel free to contact us directly by phone or email with any questions.
Sincerely,
Richard St. John, Founder
Retirement as a Single Woman
by St. John & Associates on Sep 8, 2021
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
Living the Dream: How to Plan for Your Ideal Retirement
by St. John & Associates on Sep 1, 2021
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
The Pros and Cons of Investment Apps
by St. John & Associates on Aug 25, 2021
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
Selling Your Home After Retirement: The Benefits of Downsizing
by St. John & Associates on Aug 18, 2021
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
The Pros and Cons of Investing in a 529 Plan for College
by St. John & Associates on Aug 13, 2021
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
Retirement Calculator: Are You On Track to Reach Your Goals?
by St. John & Associates on Aug 4, 2021
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
Mid-Year Is a Good Time for a Financial Checkup
by St. John & Associates on Jul 30, 2021
Asses your goals, taxes, savings, insurance - Here are some questions to ask
2021 2nd Quarter Commentary
by St. John & Associates on Jul 23, 2021
Read our detailed 2nd Quarter 2021 Commentary
The Basics of Keeping a Balanced Investment Portfolio
by St. John & Associates on Jul 22, 2021
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
