By: James Twining
Anyone old enough to have been paying attention to the economy in the early 1980s remembers the Fed Chairman Paul Volcker…
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Common Method of Allocating Between Equity Securities and Debt Instruments Portfolio design customarily begins with a decision regarding the percentage to…
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Estate Tax Exemption for 2024 and beyond What is the Estate Tax Exemption? In 1789, Ben Franklin penned the famous phrase…
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Medicare is the federal health insurance program for people: Who are 65 years or older. Have certain disabilities or end-stage renal…
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The last time I checked, there is one face on our dollar bill: that of our great President George Washington. However,…
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American households are drowning in consumer debt, with the Federal Reserve Bank reporting a new record of over $1.13 Trillion in…
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Note: While some information in this article is specific to BP employees, the points about the three tax wallets may be…
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Future assumed income tax brackets are a major consideration when making current decisions, such as the decision to convert a traditional…
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By James B. Twining, CFP® and Tor Benson, CFP® The decision to make a Roth conversion can be extremely impactful, warranting…
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On December 29th, 2022, the SECURE 2.0 ACT was signed into law. It includes a few provisions that are beneficial for…
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In 1980, the inflation rate peaked at 13.5%; higher than it had been in 60 years. The miserable economic conditions of…
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The latest tax news from Washington State includes a long- term care tax on W2 income. For details, please refer to…
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If 2020 taught personal investors anything, it’s that managing your own investment portfolio is a dangerous game. The typical DIY-investor relies…
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Every so often, something occurs that changes the way we invest, and we think it best to keep our clients informed…
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At Financial Plan, we are analytical to a fault when evaluating investments. We continually ask the question: “Are we populating our…
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