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Our Recent Blog Articles

Matt Mercer

How do the new tax laws affect my 529 plan?

Posted on September 16, 2019 by Matt Mercer

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…

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Charles Schulz

Growing Your Business Beyond its First Three Years

Posted on June 12, 2019 by Charles Schulz

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…

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Charles Schulz

Surviving Your First Three Years as a Small Business Owner

Posted on April 22, 2019 by Charles Schulz

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…

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Charles Schulz

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

Posted on December 5, 2018 by Charles Schulz and Matt Mercer

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…

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Kristin Poole

Impact Investing: Aligning Values with Investments

Posted on October 8, 2018 by Kristin Poole

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…

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Matt Mercer

Veterans: You May Be Eligible for a Tax Refund

Posted on September 24, 2018 by Matt Mercer

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…

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Mike DiSalvo

Why All Advisors Are Not the Same

Posted on November 14, 2017 by Michael DiSalvo

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…

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Stacy Sloas

Women, You’re Better at Investing than You Think

Posted on June 22, 2017 by Stacy Sloas

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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Matt Haywood

The Top Five Questions to Ask Your Retirement Plan Advisor

Posted on May 10, 2017 by Matthew Haywood

An employer sponsored retirement plan provides a great benefit for every company, serving as an added perk for attracting and retaining good talent. It’s also an immense responsibility, and if not managed properly, can become a liability. That’s why it’s important to work with an advisor who has your best interest at heart and has the experience you need to…

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