President Trump recently signed an executive order that will review the rules governing retirement plans. Among the issues under consideration is the timing of mandatory distributions from plans. Specifically, the length of time over...Read More
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a book review or some other surprise. So keep checking in. We’re glad to have you reading along.
It’s a question we hear all of the time. From a pure tax standpoint, we’re not sure it ever makes sense to carry a mortgage. Just like the comment frequently brought to us: “My taxes are too high; I need more...Read More
Tax season is upon us and many people are concerned about having their taxes finished by April 17th. That may be the right course to follow, but frequently it is not. This leave many wondering, should I file a tax extension? There are...Read More
When is it appropriate to adjust your investment objective? One thing is for sure; it is never when we are emotionally swept up by market exuberance, or conversely, when we are in the grips of widespread panic. Instead, our objectives...Read More