Acorn Financial Services

Category: Content
Type: Blog Article

Generated 2 months ago

New blog articles detected

  • The pros, cons of using target-date funds in 401(k) plans

    February 10, 2017 In a recent CNBC article, Acorn Financial discusses the pros and cons of using target-date funds in 401(k) plans. These mutual funds are designed to provide a simple investment solution to clients by offering an asset allocation that automatically changes over time. At the beginning of the investment, the allocation is more aggressive and becomes increasingly conservative as the ...

Acorn Financial Services

Category: Content
Type: Blog Article

Generated 2 months ago

New blog articles detected

  • How Trump’s proposals may affect every income tax bracket

    James Gambaccini CFP® and managing partner of Acorn Financial advises on what taxpayers can do to prepare for possible tax reform under the Trump administration, “whenever possible, defer any realized gains to down the road because we may have lower tax brackets during the Trump administration.” Check out the full article detailing the proposed changes here.

  • Would you sell your prized possessions to pay for college?

    Great piece out today in Reuters. James Gambaccini, CFP® and managing partner of Acorn Financial discusses how deploying non-traditional assets can be a wiser choice than some of the other things cash-strapped parents do, like raiding their own retirement savings or racking up high-interest debt. “We have seen clients sell everything from Persian rugs to gun collections to classic cars, in an effo...

  • Aaron Clarke, CFP® in the news!

    Acorn Planner, Aaron Clarke, comments on wise budgeting decisions in a recent Barron’s Next article titled, How To Make a Budget — The Shortcut Version. Follow these simple steps to improve your spending awareness and to keep focused on your money goals.

  • James Gambaccini, CFP® in the news!

    Acorn has been very fortunate in growing our team of expert Advisers in the past few years. James Gambaccini was quoted this week in “Financial Planning” magazine about the key to a successful merger: When merging two books of business makes sense.

Acorn Financial Services

Category: Content
Type: Blog Article

Generated 7 months ago

New blog articles detected

  • Acorn Proudly Welcomes Wayne Pampaloni

    This month we would like to take the opportunity to introduce you to our newest member of the Acorn team, Wayne Pampaloni. Wayne has been advising mid-size employers and high net worth individuals on retirement planning and wealth management since the early 1990’s. Wayne comes to the Reston office with a vast array of knowledge and experience after serving as partner in a regional employee benefit...

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