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From the Blog

Enjoy Tax Savings Tips from PJ Wallin

Posted on
Tax Savings 2015

Editor’s Note: Please welcome XYPN member advisor PJ Wallin (CFP®, CPA) to the blog today! PJ was generous enough to provide us with a post containing a wealth of information to help you enjoy tax savings this year and next. We’ll let the expert take it from here! It’s that time of year where folks pull out their W-2s, […]

The Net Worth of Gen X and Gen Y: Where Do You Stand?

Posted on
Net Worth of Gen X and Gen Y

Do you know what your net worth is? It’s not too hard to calculate, and it’s a good number to know as you work toward your financial goals. Your net worth is your assets minus your liabilities — or, as Investopedia puts it, “it’s the value of everything you own, minus all your debts.” Net […]