ETFs vs Mutual Funds | Which is Best?
If you’re still using Mutual Funds and haven’t explored ETFs, then now may be the time. An ETF is an Exchange Traded Fund. But what
April 7, 2022
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Category: Taxes
Summary of the American Rescue Plan Stimulus Bill
On Thursday, March 11, 2021, President Biden signed into law the $1.9 trillion American Rescue Plan. Below are highlights of the bill: Stimulus Payments
March 12, 2021
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Is Your Pension Safe?
Many pension plans are under a lot of stress due to the coronavirus. In today’s article, I discuss what you need to do to protect
August 12, 2020
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Should Your Entire IRA Be Converted to a Tax-Free Roth IRA?
In last week’s blog post I discussed the importance of converting some of your taxable IRA to a tax-free Roth IRA to protect against higher
May 27, 2020
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3 Strategies to Protect Yourself From Higher Taxes
Last Updated 8/9/2021 As a result of our country’s rapidly growing debt, you could be forced to pay higher taxes in the future. In today’s
May 20, 2020
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We Now Prepare Tax Returns!!
I am very excited to announce that we will now be preparing tax returns! We’ve long known that this is something that would be very
January 8, 2019
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3 Reasons to do a Roth IRA Conversion
Last Updated: 5/28/2021 In today’s blog post, learn 3 reasons why it may be advantageous for you to start converting some of your IRA to
November 29, 2017
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Articles of Interest: [Breaking News] Tax Reform Part II
This week’s Articles of Interest is a continuation from last week’s article. Last week I shared an article that discussed the tax reform plan released
November 10, 2017
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Articles of Interest: [Breaking News] Tax Reform
On Thursday, the House GOP released an outline of their proposed tax reform bill known as the Tax Cuts and Jobs Act. In today’s Article’s
November 3, 2017
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I’ve Been Published! ThinkAdvisor.com
I’m very happy to report that I’ve recently been published on ThinkAdvisor.com. The article I wrote for them is titled An Unconventional Approach to Asset
August 9, 2017
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I’ve Been Published – Again!!
I’m very happy to report that I’ve been published again. This time it’s in Financial Advisor Magazine’s online section, Expert Views. This article is an
May 25, 2017
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I’ve Been Published!!
I’m very happy to report that I’ve been published in the Tax Planning section of a leading industry magazine, Investment News. This is exciting since
May 8, 2017
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