Posts

• 4 Best Practices for Qualified Charitable Distributions (QCDs)
• Restricted Stock
• The Graceful Exit: 5 things to consider when exiting your business
• Does the Federal Reserve Control Interest Rates?
• A New Mental Accounting for Equity Exposure
• THE SUN IS SETTING ON ULTRA HIGH NET WORTH ESTATES
• The Alphabet Soup of Medicare: Medicare Parts Explained
• Our Two-Faced Dollar
• Putting your business cash to work
• Out of the Mouths of Babes
• Just When You Thought You Were Out of Debt
• Retirement Tax Planning: The Three Tax Wallets
• Year-End Charitable Giving Strategies
• How Does a Government Shutdown Affect the Stock Market? Impact and Analysis
• Your Future Income Tax Brackets May Be Higher Than You Assume
• Convert! Oh, Ye of Little Faith: Roth Conversions are Underutilized
• Q1 2023 Newsletter
• The SECURE ACT 2.0: Three Good features
• How Will Taxes Change in 2023? Brackets, Deductions, and More
• Q4 Newsletter for 2022
• Recency Bias in Investing
• How to survive a zombie apocalypse
• Q3 2022 Newsletter
• How Inflation Affects Asset Values
• Q2 2022 Newsletter
• Generational Wealth Transfer Strategies to Minimize Taxes and Fees
• Q1 Newsletter 2022
• Now is the time for a Steady Hand
• Updated: What to Know and How to Plan for Washington State’s “LTSS” Trust Act
• Updated: Coronavirus: The Market Gets a Cold