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 ...
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 ...
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 ...
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, ...
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: 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 ...
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 ...
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 ...