Mentor Capital Client Relationship Summary Form CRS

Mentor Capital Management Inc Form CRS 20221231

Mentor Capital Client Relationship Summary Form CRS

Mentor Capital Management Inc Form CRS 20211031

Mentor Capital Client Relationship Summary Form CRS

Mentor Capital Management Inc Form CRS 20200630

IL 529 Plans Rated Best in the Nation

A post from Illinois State Treasurer Michael Frerichs: I am very proud to announce that our 529 college savings plans have been rated best in the nation by independent analyst Morningstar. Bright Start received gold medal honors for the second consecutive year. Bright Start plans are purchased directly by individuals. Illinois’ Bright Start was one […]

College Funding Ideas – The time to start planning is now!

It’s never too early to plan but if you have a high school senior or college aged child you are now eligible to submit a FAFSA form as of October 1, 2018. Forms will be accepted until June 30, 2019. What is FASFA? FAFSA is the Free Application For Federal Student Aid and you need […]

Check Your Withholding

Do a paycheck checkup. It is especially important this year because of all the tax-law changes that have occurred and likely will continue to occur for 2018. Your goal should be neither to owe a large amount nor to receive a large refund. IRS released a withholding calculator in February incorporating the tax-law changes that […]

Mortgage Insurance

Because of the uncertainty over the 2017 tax deduction for mortgage insurance premiums, taxpayers may have received a Form 1098 (mortgage interest) without the number included. Now that Congress has decided to reinstate the mortgage insurance deduction, many mortgage lenders will be issuing corrected 1098 statements with the amount allocated to mortgage insurance premiums for […]

Thoughts on Financially Dependent Adult Children

In a previous post, we discussed ways grandparents can support family members financially without compromising their tight income in retirement. Now we’d like to address pre-retirement parents who support their adult (post-college) children. A study by Merrill Lynch found that these parents on average gave $6,800 per year in financial support to their post-college children. […]

Don’t wait until it’s too late to update your estate plan

The last thing a family wants to think about when a member passes is how the deceased’s assets will be handled. But with the population gradually becoming older, situations will occur more often where a will is out of date (or non-existent) or a person’s estate needs to go through probate, which can be complex […]

The Right 529 Plan For You

With school resuming soon, higher education enters many parents’ minds. The main issue besides choosing the right school is how to pay for that school. Many people are aware of 529 college plans, and every state offers one, but which is the best one for your child? Let Mentor Capital help you navigate through the […]

1 2 3 … 5 Next »