5 Ways to Save On Your Taxes

Taxes. Whether you’re married or single, many people I talk to would rather put my feet to the fire than file taxes. Why? Well, there’s the time it’s takes to gather all the information and documents needed to file your taxes. Then there’s the process of preparing the return online or hiring someone to do it for you. There are better things to do — like watching water drip or paint dry.

Apr 5, 2017 Mike Ornelas

Buzzwords: Funnel

Are you a customer that has fallen out of the funnel?

“If I have to use the word ‘funnel’ one more time today, I might die. #buzzwords” — @abhinemani

Posted on Twitter by Sacramento’s Chief Innovation Officer, Abhi Nemani, on Aug. 22, this was the tweet heard ‘round the Comstock’s office. It kicked off a lengthy debate among our staff about what “funnel” actually meant.

Oct 12, 2016 Robin Epley

How to Vet a Financial Advisor

You’ll make a handful of major decisions in life. One of those is selecting the professional who will manage your savings and handle your investments. This choice will impact everything in your life, including sending your child to college, buying a house and living comfortably in retirement. Here are seven criteria for vetting a financial or investment professional:

Jul 26, 2016 Sena Christian