Let me share an initial meeting I had this week with a late 30’s married couple, that came from a client referral. The meeting plan was to discuss their investments, 401(k) and retirement. Maybe they look like you, or your children or friends or this looks like where you are headed. They are college educated,…
“Everyone has a plan until they get punched in the face – Mike Tyson” How do you like 2016 so far? I am not one for riding roller coasters and this year has already had so many ups and downs in last three weeks, that I am concerned that someone may earn the call sign…
Many of our client and professional advocates have asked us in response to the market volatility of the first two weeks – “Is this going to be another 2008”? Since 2015 was the first time in 7 years that the “stock market” was down and 2016 has started much the same way it leads to…
As the end of the year approaches, we know you might be busy with holidays, family, and travel, but it is also a good time to do some last-minute tax planning. As a courtesy, we want to provide you with a few eleventh-hour tax tips you may find useful. Although tax planning is rarely fun,…
Uncle SAM can help you with your yearend charitable giving. Here are two ways that you can use the tax laws to make charitable gifts and reduce your taxes at the same time. Charitable Contributions of Stock You should consider donating appreciated stock from your investment portfolio instead of cash. Your tax benefits from the…
According to Wikipedia, “I’ll show you mine if you show me yours”, is a game in which young children compare…. Well you know what I am talking about. “It is driven by curiosity and the thrill of breaking the taboo.” Just the title of the article either made you giggle or be slightly outraged. That…