Blog

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.

 

Monday, November 12, 2018

The IRS released the annual cost-of-living adjustments (COLAs) for retirement plans. As of 2019 the contribution limit for employees in 401(k), 403(b), most 457 plans, and the federal government Thrift Saving Plan increases from $18...

 

Tuesday, September 18, 2018

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...

 

Wednesday, August 15, 2018

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...

 

Monday, July 16, 2018

Appraising Real Property We all know the old saw that “the only sure things in life are death and taxes.” What the adage fails to tell us is that how much the taxes will be is very unsure. Among the uncertainties is the...

 

Thursday, June 21, 2018

Most retirement planning focuses on the search for the most efficient means to save enough money for something called “retirement.” In other words, retirement planning is planning to quit our jobs. We plan to retire from...

 

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Thursday, May 17, 2018

During the tax preparation process, clients often ask us what they can do to lower their tax bill. Unfortunately, as many of you have heard, “April is too late for tax planning.” While we work diligently with clients to...

 

Thursday, April 19, 2018

Having The Talk Recently, we presented to a group of clients our new template for crafting letters of instruction to their heirs. We are gratified by the kind and positive feedback from everybody who attended. While still a work in...

 

Monday, March 26, 2018

After a long period of unusually low volatility, significant price swings in the equity markets have returned. There are many reasons for this, but chief among these are the possibility of a trade war, expected increases in interest...

 

Wednesday, February 21, 2018

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...

 

Thursday, January 11, 2018

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...

 

Thursday, December 21, 2017

As promised, Congress has passed sweeping tax legislation, and the bill is on its way to the President for signature. We will continue to watch closely but read about some of the key provisions as they currently are written.