Blog Articles Archives | Krilogy Financial

How do the new tax laws affect my 529 plan?

Posted on 09/16/2019 by Matt Mercer, CPA, MBA

Quality education is something worth saving for, so why not use a plan that offers incredible income tax breaks? 529 plans can be used for college savings and prepaid tuition plans and are a great option for either saving for yourself or your child. However, it’s important to understand how new tax laws affect the rules for 529 plans. What…

Growing Your Business Beyond its First Three Years

Posted on 06/12/2019 by Charles P. Schulz, AIF®

My last article touched on financial considerations for business owners surviving their first three years in business. In the piece, I pointed out a few important areas of focus: growth, monitoring financial statements, managing debt, learning income trends, keeping cash on hand, and holding the appropriate types of insurance as a few items that should be on the radar screen…

Surviving Your First Three Years as a Small Business Owner

Posted on 04/22/2019 by Charles P. Schulz, AIF®

Entrepreneurs and business owners have a great deal of my respect. There are obvious hurdles to starting your own business, and while some of these are easy – such as identifying your passions and dreaming of success – many are difficult. Finding the capital to start your business, choosing the right legal structure, convincing people to work with you (or…

Why Year-End Planning in 2018 is More Important Than Ever

Posted on 12/05/2018 by Charles P. Schulz, AIF®

2018 has proven to be a year unlike many others as the United States experienced the biggest tax law overhaul in decades with the Tax Cuts and Jobs Act (TCJA). Much has been written about the implications for the average taxpayer, and we at Krilogy Financial® and Krilogy® Tax Services have been advising clients on issues such as charitable giving…

Impact Investing: Aligning Values with Investments

Posted on 10/08/2018 by Kristin Poole, CFP® MIB, Senior Financial Advisor

With the recent ad campaign that highlights Colin Kaepernick, we can see a continuing pattern of large corporations’ increasing involvement in social issues. In 2017 we saw Audi’s Super Bowl commercial in support of equal pay for women; in ’16, Target’s decision to offer transgender-inclusive bathroom access in all its stores; in ’15, Chick-fil-A’s stance against catering for a same-sex…

Veterans: You May Be Eligible for a Tax Refund

Posted on 09/24/2018 by Matt Mercer, CPA, MBA

If you’re one of the 130,000 combat-injured veterans whose disability severance pay was taxed between 1991 and 2016, a recent letter from the Department of Defense could be informing you that you may be eligible for a refund. This is the result of the Combat-Injured Veterans Tax Fairness Act of 2016 which allows veterans the opportunity to file an amendment…

Why All Advisors Are Not the Same

Posted on 11/14/2017 by Michael G. DiSalvo, CFP®

How would you characterize your relationship with your advisor? If you’re like many investors, you have the perception that whether you’re working with a financial advisor, broker, wealth manager, financial planner, or any of the other titles that occupy this industry, they all do the same thing. But that couldn’t be further from the truth. There are many differences between…

Think you can’t touch that trust account? Think again.

Posted on 09/28/2017 by Patrick O’Brien, CFP®, CTFA, CFS®, Partner

It’s a common conversation playing out for many families today: “Mom and Dad set up that trust account with the bank years ago. We can’t touch it.” But how true is this statement? Turns out, you might be able to touch that trust, and it’s in your best interest to do so. The Bank When Mom and Dad set up…

Women, You’re Better at Investing than You Think

Posted on 06/22/2017 by Stacy Sloas, CFP®, Financial Advisor

It still happens quite frequently. I meet with a man and woman to create or review their financial plan and find that the man is doing most of the talking while the woman remains silent. Perhaps it’s a married couple in which the husband has taken control of the family finances, or maybe it’s a single female professional who has…

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