A fat tax refund is just another way to say you paid too much taxes! Did you just get a fat tax refund or a big bill? Either way it could be a sign of poor financial planning says Chappaqua’s Scott Kahan CFP®. We asked him to give us his best tips on tax planning and financial planning. Here’s what he sent us…
In our fourth annual Investment Forecast from Scott Kahan we discuss Trump, China, Fed Chairman Powell and why we’re in a better place after all that ugly business last year. Scott is a Certified Financial Planner, and President of Chappaqua’s Financial Asset Management Corp.
After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018. Common news stories in 2018 included reports on global economic growth, corporate earnings, record low unemployment in the US, the implementation of Brexit, US trade wars with China and other countries, and a flattening US Treasury yield curve.
With the market volatility this year, we have seen more ups and downs than we would like. In today's world of social media and instant communication, it is a tough balance of knowing when to send out something regarding the markets. In past times of volatility, when we send a letter regarding it, some clients will say they weren't concerned until they saw us sending something.
When should you start saving for college?
The day your child is born and you get a social security number. Considering the cost of a private college at sixty to seventy thousand dollars per year, the sooner you start the better.
How should a college savings plan fit in with an overall financial plan?
As September rolls around and school begins, no matter what age you are, it always feels like it is the beginning of a new year. It’s also a good time to review your finances and make any changes before the end of the year.
In our second-annual Mid-Year Investment Review, Chappaqua’s Scott Kahan talks about Trump, trade wars & your portfolio with What To Do, Scott is a Certified Financial Planner and President of Financial Asset Management Corp, in New York City
Scott Kahan’s Financial Road Trip: When it comes to mapping out your financial future you don’t want to be singing, “Do you know the way to San Jose” on the street corner. Scott Kahan, Certified Financial Planner and President of Financial Asset Management Corp.
It’s almost spring and now is the time to give your finances a “spring cleaning!”
With the stock market sell off and continued volatility after record highs, interest rate increases, new tax laws and the ongoing uncertainty as to what is going on in Washington, now is the time to organize. Here are a few quick things to address to get started.
With US economic growth increasing and the S&P 500 at an all-time high what’s in store for investors in 2018? Last year, Certified Financial Planner and President of Financial Asset Management Corp. in Chappaqua and NYC, Scott Kahan told us there was reason for optimism and reason to curb your enthusiasm. Here’s what he told us this year.