Losing Money AND Paying Taxes? There may be a better way.

January 31, 2019
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CPA’s listen up!  As you begin preparing tax returns, some of your clients may have lost money last year but still owe capital gains taxes because their mutual funds paid year-end “capital gains distributions”. “A capital gains distribution is a payment to mutual fund shareholders that is prompted by a fund manager’s liquidation of underlying stocks and […]

Do I have enough to retire?

October 17, 2018
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“How do you think we’re doing for people our age?” This is the question I’m often asked when interviewing a client to construct their financial plan. There are various formulas people use, but the truth is, it all depends upon your lifestyle. Here’s why your lifestyle matters. If you are about to retire, and it […]

Retirement Planning Success

June 30, 2017
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Listen to a brief story of a couple who retired and did not know if they had enough money to maintain their lifestyle.

Estate Tax Reduction

June 30, 2017
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Listen to a brief story about a client who wanted to eliminate estate taxes and support her family and support favorite charities now and after she is gone.