There is a big difference between tax evasion and tax avoidance. Tax avoidance is legal and easy to plan for and doesn’t entail lying. [Read more…]
That Pesky Tax
Dealing with mutual fund yearly capital gains distributions. That pesky tax. [Read more…]
Coming Up Short
Feel like you are coming up short? Here are a few steps you should take to assure yourself a comfortable retirement. [Read more…]
When You Need to Call
Don’t wait to call me. It may be too late. Here are a few events when it’s important that we communicate. [Read more…]
3 Keys to a Happy Retirement
Here are 3 keys that when combined with what I do can lead to a really happy retirement. [Read more…]
5 To Do’s When the Market Goes Down
The stock market has been on a recent uptrend since 2017. Here are 5 things you need to do when it goes down. [Read more…]
Making Too Much for a Roth IRA
Using a 401k to build a Mega Roth IRA. [Read more…]
4 New Year Resolutions
Happy New Year. Here are 4 things you have probably been ignoring since “forever”. Let’s get started once and for all. [Read more…]
My Non-Predictions for 2018
Here are my NON-Predictions for 2018. Only 2 things are certain. Forecaster are always wrong and those investors that listen to them always lose money. [Read more…]
Great Benefits in the Tax Reform Bill
Even though still in its infancy, the GOP tax reform bill has one great benefit which will allow converting your taxable accounts into tax free accounts much easier. Less taxes, more retirement income. [Read more…]
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