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.
What is the Kiddie Tax?
on December 6, 2015
with No Comments
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.
Trust Protections from Creditors and Spendthrift Beneficiaries
on December 4, 2015
with No Comments
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.
Mailbag: Where Does Cost Basis Go in a Partial 1031 Exchange?
on December 2, 2015
with No Comments
In a 1031 exchange, the cost basis of the property you give up is rolled into the new property you receive.
Healthy And Wealthy Adds A Decade To Your Life Expectancy
on December 1, 2015
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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 Gift Ideas
on November 29, 2015
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Financial Christmas gifts don’t need to be a piggy bank. They can be more serious and more meaningful than that.
Ameriprise Sued By Ameriprise Employees Over Excessive 401(k) Fees
on November 27, 2015
with No Comments
A fundamental fiduciary principle is to avoid self-dealing.
Social Security Loopholes Scheduled to Sunset
on November 25, 2015
with No Comments
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.
An Immediate Annuity Is Probably Never The Right Answer
on November 24, 2015
with No Comments
The Journal of Financial Planning featured a nice column by Harold Evensky entitled “These Innovative Research Papers Deserve Your Attention.”
Utilizing Uncommon Beneficiary Designations
on November 22, 2015
with No Comments
Will substitutes sacrifice some of the customization of trusts but avoid the accounting complexities.
October 2015 and Year-to-Date Returns for Our 6 Asset Classes
on November 20, 2015
with No Comments
October showed a sharp reversal of the movements of Resource Stocks.
Radio: The Broken Promises of the Government
on November 18, 2015
with No Comments
David Marotta was interviewed recently on radio 1070 WINA’s Schilling Show discussing some of the government’s broken promises
The Hunger Games: Mockingjay, Part 2
on November 17, 2015
with No Comments
I encourage you to read the books and watch the film.
Understanding Your IRA Required Minimum Distributions (RMDs)
on November 15, 2015
with No Comments
After you reach the age of 70 1/2, the IRS requires you to begin taking minimum distributions from your traditional retirement accounts.
When Are Taxes Due On A Roth Conversion?
on November 14, 2015
with No Comments
Any tax which is ultimately going to be owed is owed by April 15th. Otherwise it may be subject to interest and penalties.
Mailbag: When Can I Move Into a 1031 Property?
on November 11, 2015
with No Comments
Because 1031 exchanges are a great way to defer paying large amounts of capital gains tax, the IRS tends to be suspicious of them.