March 24, 2019
"The Congress shall have power to lay and collect taxes on incomes, from whatever source derived, without apportionment among the several States, and without regard to any census or enumeration." Words that should DISCOURAGE tax deferral.
March 14, 2017
Remember the book "Rich Dad, Poor Dad?". It described in great detail the actions of managing money that apparent diligent and actually can hurt the outcome of increasing the value of a person's estate. Among the greatest of these are...
November 25, 2016
The cost of advice. For our firm, like many, it amounts to 1% of the assets we manage, per year, with a decrease in the rate for larger portfolios. How can it be worth it? Because you are making more costly mistakes than you may realize.