Articles of Interest
I Got a Windfall!
Submitted by STAR Financial Solutions, Esther Halt on October 21st, 2019Esther Halt discusses what you should do if you are lucky enough to get a windfall.
It’s the 4th Quarter!
Submitted by STAR Financial Solutions, Esther Halt on October 4th, 2019Esther Halt discusses what we focus on in the 4th quarter.
The Manasota 9/11 Remembrance Ride
Submitted by STAR Financial Solutions, Esther Halt on September 12th, 2019Esther Halt discusses her annual event to remember the events of September 11, 2001
9/11/2001
Submitted by STAR Financial Solutions, Esther Halt on September 12th, 2019Esther Halt discusses how the events of that fateful day affected her and the securities industry
Fees vs. Commissions?
Submitted by STAR Financial Solutions, Esther Halt on September 9th, 2019Esther Halt discusses how we pay for our investments
WHAT’S GOING ON?
Submitted by STAR Financial Solutions, Esther Halt on August 19th, 2019Esther Halt discusses the recent market volatility and the Yield Curve Inversion.
SMALL BUSINESS RETIREMENT PLANS
Submitted by STAR Financial Solutions, Esther Halt on August 2nd, 2019Esther Halt discusses Small Business Retirement Plans, what are the options.
COST BASIS
Submitted by STAR Financial Solutions, Esther Halt on July 23rd, 2019Esther Halt discusses Cost Basis and why it’s important.
AICPA Highlights 6 Recent Personal Finance Trends
Submitted by STAR Financial Solutions, Esther Halt on July 15th, 2019The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.
Here are the troubling trends, as well as some tips on how to avoid them:
