Financial Planning Blog
Although there is much uncertainty regarding future tax rates, as of January 1, 2013 a number of taxes are scheduled to…
Read MoreI was scanning the news and this headline grabbed my attention. As you can see, Research In Motion (RIM) reported that…
Read MoreAs you know, Jennifer has flown the coop. She was swept off her feet, proposed to, and whisked away by a…
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“I SURVIVED THE TRANSITION, AND ALL I GOT WAS THIS LOUSY NEWSLETTER”! I think that would be an appropriate T shirt…
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Both buying locally and wholesale have advantages: local purchases typically are associated with the benefits of better service and buying wholesale…
Read MoreAs you can see, our newsletter the Plan has a new look. But that is not all that is new. In…
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Despite incredibly low mortgage interest rates, real estate agents are still reporting a high percentage of all-cash home purchases. But is…
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As our client base has grown, so have the servicing challenges. To meet those challenges we have continued to bring on…
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At the risk of sounding like a broken record, allow me once again to admonish and warn you: forecasting the direction…
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Let’s be blunt: Over the past thirty years we have studied the conventional wisdom, we have put it to the test,…
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Recently, a client asked me this question: “How do you decide how much of my account to put into foreign stocks?”…
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The diagram below outlines the scope of our financial planning services. The core of it is the Wealth Management Plan –…
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To convert, or not to convert: that is the question: Whether ‘tis nobler in the mind to suffer The slings and…
Read MoreNot to blow our own horn too loudly, but we have managed to thrive while many other investment services firms have…
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Zimbabwe is the first country in the 21st century to hyper-inflate their currency. The country recently had an annual inflation rate…
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