All Posts by

Bill Schwartz, CPA, CFP®

Bill Schwartz is a managing director in our Potomac, Maryland office.

My Sunny and Warm Tax Haven

After spending a few days recently in the warmth of Miami, I always wonder why I do not live in ...

Charlie Munger & Warren Buffett

The Abominable No-Man and the Oracle of Omaha

The recent passing of Charlie Munger, Vice Chairman of Berkshire Hathaway, made us reflect on his and Warren Buffet’s successful ...

investor behavior

Beyond Wealth: Integrating Financial Planning and Investor Behavior

As financial advisors, our purpose is to increase the financial well-being of our clients. And, although I believe we add ...

retirement savings

A “How To” Guide to Retirement Savings for the Self-Employed

In the past, I’ve received calls from clients who had already retired but decided to get back into the game ...

The Securing a Strong Retirement Act of 2022: What You Need to Know

The Securing a Strong Retirement Act of 2022 (aka SECURE Act 2.0) recently passed the House (by a 414-5 margin, ...

2021 tax law proposals

The Shape of Things to Come: 2021 Tax Law Proposals

Although I am writing this in early April, I promise you, this is no April Fools’ Day joke. There are ...

medicare

Medicare: Everything You Always Wanted to Know

Medicare: The Basics Medicare is the Federal health insurance program for people ages 65 and older. The program helps pay ...

social security

Social Security Optimization: What You Should Know

It is no secret that many Americans are ill prepared for retirement (excluding our clients, of course). With the continued ...

2019 1st Quarter Commentary: “When Hindsight Isn’t 20/20”

“Before, You Are Wise; After, You Are Wise. In Between, You Are Otherwise.” –David Zindell Most of us are attracted ...

quarter recap

2018 4th Quarter Review: “Holidays, Goldilocks, Resolutions and Strolling Along the Laffer Curve”

In the grand scheme of things, this holiday season was probably no different from those of the past. Like many ...