MUST READ

Using Stock Market Losses To Lower Taxes

Are you afraid to sell your stock market losses? Do you think that if you sell a loser, and the losses will be REAL...

Creating Joy In Retirement

Have you ever met someone that is living in joy? They just always seem to be happy and uplifting. I can tell you first...

Tax

Advanced Tax Deferral

Tax deferral means postponing the payment of tax on income, interest, dividends, and capital gains until the investor takes possession of them. The simplest...
money flow

Are You Tax Diversified?

At a recent NAPFA conference in Las Vegas, a couple key note speakers said that good financial planning was a key element in retirees...

Fiduciary Rule Creates Winners & Losers

Morningstar's Christine Benz did a nice interview of Michael Kitces on the winners and losers...

What Is In It For The Advisor?

At a recently meeting where I was trying to explain how my fee structure aligned...

401k Plan Administrator’s Job Just Got Tougher

A Fiduciary is someone that must put the client or patient's interest before their own....

The Bucket System Explained!

Here is a video from Morningstar where Harold Evensky of Evensky and Katz explains the...
Don't chase yield, you're bound to get burned!

3 Investing Principles 99% Of Us Don’t Understand

Over the past two decades, I’ve worked with thousands of investors. From long range retirement...

Ways to Afford Your Retirement Account Catch-Up Contributions

Turning 50 might not be everyone’s idea of excitement, but when it comes to saving...

Helping Your Heirs AND Others Through Giving

What is a charitable remainder trust (CRT)? According to Investopedia: A charitable remainder trust is a tax-exempt irrevocable...

Things to Consider before Consolidating Student Loans

Recently, I was asked by a client about consolidating student loans: What is it really? Is...

Liability Insurance – An Integral Part of your Retirement Plan

When we talk about retirement planning, we do not often think about property and casualty...

Don’t read this, it’s summer! Here’s why your brain would prefer it if you unplugged instead.

You’re reading this, aren’t you? Well, then here are some reasons why you should take...

BEYOND NUMBERS

On Giving

As a verb, give means freely transfer the possession of. It can also mean cause or allow to have. As a noun, give means capacity to bend or alter in shape under...

ORGANIZE

Organize Your Finances – Net Worth

What is net worth? According to Wikipedia.com Net Worth is the total assets minus total outside liabilities of an individual or a company. Net Worth is used when...

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