We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
Mailbag: Is There An Advantage For Me To Do A Roth Conversion?
on February 26, 2015
with No Comments
My wife and I are 65 years old and I am newly retired. Is there any advantage in doing a Roth conversion this year?
Social Security for 70’s Child
on February 25, 2015
with No Comments
“I’m 58 and I’ve been married and divorced twice. …I realize this is complicated, but you gotta love the 70’s!”
How Much Does the Government Cost?
on February 24, 2015
with No Comments
Is it fair for the government to confiscate a full quarter of the average person’s earnings every year? Where does it all go?
Oil Price Predictions Are Essentially Meaningless
on February 23, 2015
with No Comments
“The most important thing I learned from my research was never to attempt to forecast the price of oil.”
“Citizenfour” Reminds Us We Should Still Be Outraged
on February 22, 2015
with No Comments
The domestic spying of the executive branch deserves our outrage. Efforts like “Citizenfour” that keep the issue in the public eye deserve our support.
Get Your Estate in Order, Pt. 3: Choose an Executor
on February 20, 2015
with No Comments
Who do I choose to be the executor of my estate? What will their basic duties be?
What Happened To The Australian Dollar?
on February 19, 2015
with No Comments
At first glance, AUNZ did not have great returns in 2014. But is that the whole story?
Taxed Enough Already?
on February 17, 2015
with No Comments
An unlimited power to tax necessarily involves a power to destroy.
Mailbag: Confused by Google And Yahoo Finance
on February 16, 2015
with No Comments
Q&A: “I don’t understand how to explain what happened to the share price. What was going on in the fund?”
Three Reasons To Engage In Gift Giving
on February 15, 2015
with No Comments
The new holiday cliché is to complain about hyper-materialism, but gifts and gift giving help shape our identities.
Get Your Estate In Order, Pt. 2: Physical Assets
on February 13, 2015
with No Comments
Today’s question: What do I want to happen to my physical belongings and assets after my death?
Dr. Seuss to Zombie Directors – Will You Please Go Now!
on February 11, 2015
with No Comments
In theory, the directors of a corporation are hired to provide independent oversight and protect shareholder interests. In practice, they’ve developed a reputation as country club chums with the executive managers.
Who Really Pays the Income Tax?
on February 10, 2015
with No Comments
Income taxes are the largest portion of the federal government’s annual tax haul. But who foots the bill?
Index of 2015 and 2014 Tax Tables
on February 9, 2015
with No Comments
Want the full list of tax tables? Here they are in one place for easy browsing.
The President’s Impact
on February 8, 2015
with No Comments
Obama evidently believes that politicians are elected to make a difference in the lives of Americans. The problem is that no one can opt out of a federal impact.