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The poet Katherine Philips was called "The Matchless Orinda" in her day and was well known for her works, both personal and political. She was a staunch Royalist (a supporter of Charles I and his son during the English Civil Wars) and wrote poetic defenses of the monarchy. She was also part of a literary coterie, in which she and her friends had "code names." Philips herself was "Orinda," her husband "Antenor," and her friend Anne Owen "Lucasia." She is perhaps best known today for her passi ...
 
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show series
 
Today, Richard Oring of New Century Financial Group and co-host Jon "JAG" Gay cover the field of financial planning - what financial planners do and who needs one. We all have coaches for different aspects of our lives and financial planning is no different. That's where a planner comes in, and with increased advertising in the field, baby boomers …
 
Les croyances changent et leurs emblèmes aussi, mais les contraintes restent les mêmes. Un calice et un cantique ou un drapeau et une « marseillaise » : même combat ! Marguerite Yourcenar ecrivit: "A chaque époque, il est des gens qui ne pensent pas comme tout le monde, c'est à dire qui ne pensent pas comme ceux qui ne pensent pas". Lire la suite…
 
Trois quartiers parisiens qui ont marqué leur époque. Montmartre, le Paris de la "Belle Époque" du début des années 1900. Montparnasse, du Paris des "Années Folles". Ce Montparnasse bohème des années 1920. Saint-Germain-des-Prés des Années 50, le quartier très prisé des intellectuels, artistes et autres fervents de la vie mondaine. Lire la suite…
 
Today Richard Oring of New Century Financial Group and Jag are joined by Bill Cass, Director of Wealth Management Programs at Putnam Wealth Management in Boston. With Democrats now in control of the White House, and both houses of Congress, we've received many questions from clients on what that will mean for taxes going forward. This is one of Bil…
 
Today, we visit with Richard Oring's former intern (and nephew) Aaron Kravitz. Aaron is about to graduate a 5-year program at Penn State University with a bachelor's and masters degree in accounting. Not only did Aaron have to navigate the usual challenges of college life - time management, accountability, and budgeting - but he is also finishing h…
 
Some people are savers, and others are spenders. Today, we break down the psychology of money. Joining Richard Oring are certified financial planner Erik Garcia and clinical psychologist Matt Morris, hosts of their own podcast, Building Us. We start by looking at different types of couples - pairs of savers, pairs of spenders, and one of each - and…
 
Une heure pour permettre à tous, de s’autoriser le droit de penser différemment que la majorité, et de dire toutes les choses auxquelles vous croyez, sans craindre de vous voir accuser de complotiste. Une heure pour rappeler que la liberté d'expression est un droit reconnu à tout individu de faire connaître le produit de sa propre activité intellec…
 
Today, Richard Oring of New Century Financial Group joins Jon Gay to explain the various fees associated with mutual funds. We cover: What resources are there to find the costs and performance Investor.gov - https://www.investor.gov/ Morningstar.com - https://www.morningstar.com/ Fund Prospectus Definitions to know Front End Load Back End Load No L…
 
Today Rich and Jag look at ways to keep more of your money and give less of it to Uncle Sam. First, we look at basic tax terms including Adjusted Gross Income (AGI) Above The Line Deductions Itemized Deductions Standard Deductions Taxable Income Credits Total Tax Next, we tackle ways to reduce your W2 income: Contributing to a traditional 401k Fund…
 
With June here, Richard Oring of New Century Financial Group joins Jon Gay to take stock of where we are, almost halfway through the year. Things we've learned to live without in 2020 Food and Medical Supplies Social Justice and Social Unrest Financial Issues Interest - the difference between lending and borrowing Low rates and refinance options Do…
 
Today, Richard Oring and Jag break down the CARES Act - the Coronavirus Aid Relief and Economic Security Act - and what it means for you. We cover: Recovery Rebate Checks for Taxpayers Retirement Plan Withdrawals Retirement Plan Loans Required Minimum Distributions (RMD's) Changes to Charitable Donations Unemployment Benefits Resources: IRS Publica…
 
Richard Oring's phone has been ringing off the hook with calls from clients panicked over the coronavirus and what effects it will have on their investment accounts. Today we cover some important things to remember. When you set up your portfolio, you start with goals and what you need to achieve to get there. Once you have the plan in place, stick…
 
There are many mistakes that people make with their 401K accounts. Today we try to help you avoid those mistakes now instead of trying to fix them later. They mainly fall into three categories. Contribution Level Mistakes Not putting enough into your 401k Not putting anything into your 401k Not increasing your contributions over time Investment Mis…
 
Nobody wants to think about their own mortality. But careful planning can ensure that both your final wishes are granted as directed, and that your loved ones won't have added stress on top of their grief. Richard and Jag discuss the advantages of digital organizers in today's episode. Many, such as Everplans, can help you create a final plan. And …
 
In today's episode, we go inside your FICO score - first by explaining what it is, and the factors that go into calculating it. They are: 35% Payment History 30% Amounts Owed 15% Length of Credit History 10% Credit Mix 10% New Credit In addition to breaking down each of these categories, we will also cover what's changing in the newest FICO Score 9…
 
Expectations are crucial to any relationship, whether it's making them, meeting them, or exceeding them. This is true for your financial adviser, your accountant, and even you as the customer. Communication is key to setting reasonable expectations in any relationship. In our first episode, Richard Oring explains what to expect from your accountant…
 
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