Articles

For children with lower incomes, there is an opportunity to give them appreciated stock to shift the capital gains to a lower tax bracket.

Here’s a quick guide to the tax brackets and some other useful information for 2016.

Being prepared is always a good idea, but so is knowing the costs associated with being prepared.

“In 34 years as a financial advisor, he has seen many people flunk retirement, but investment performance has never been the cause.”

The kiddie tax was first added to the tax code in 1986 for children under age 14. Now, it can burden them until they are 23.

The beauty of trusts is that they are very flexible, and an estate lawyer can help you craft a document that will follow your wishes and give you peace of mind.

In a 1031 exchange, the cost basis of the property you give up is rolled into the new property you receive.

The national average life expectancy is not a good measure for our clients’ life expectancy. That means planning beyond ages 82 and 85.

Financial Christmas gifts don’t need to be a piggy bank. They can be more serious and more meaningful than that.

A fundamental fiduciary principle is to avoid self-dealing.

The Bipartisan Budget Act of 2015 ends two very profitable Social Security optimization techniques that allowed some savvy beneficiaries to take up to $50,000.00 in additional lifetime income.

The Journal of Financial Planning featured a nice column by Harold Evensky entitled “These Innovative Research Papers Deserve Your Attention.”

Will substitutes sacrifice some of the customization of trusts but avoid the accounting complexities.

October showed a sharp reversal of the movements of Resource Stocks.

David Marotta was interviewed recently on radio 1070 WINA’s Schilling Show discussing some of the government’s broken promises