Plan Early For Next Year’s Tax Changes

Big tax changes might be coming in 2017. Here are some tips for things educated investors can do to prepare for what’s to come.

Should You Spend Money? Keep Perspective

I’ve spent a lot time over our four years together, writing this column, talking about saving for the future. I have covered topics such as budgeting, stashing money away for an emergency fund, contributing to retirement plans, investment strategies and the importance of downside risk management, estate planning, ensuring we have enough money to retire, […]

New FAFSA Rules Give New Options

With our three girls making their way through school, Jill and I are well aware that our next big family expense will be college expenses. Frankly, it wasn’t too long after our twins were born that the thought of paying for two college educations for the same four years entered my mind. Maeve will be […]

Shifting Your Tax Strategy With the Shifting Markets

Lately, Susan and I have received quite a few phone calls from prospective clients thirsting for strategies to minimize the losses in their retirement portfolios. Folks, no doubt, we have experienced the worst beginning to the year—ever—in the history of the markets!   A few weeks back I wrote that the S&P 500 was down […]

Rising Interest Rates Reaching Beyond The Grave

Last week I wrote about how the Federal Reserve (the Fed) finally raised interest rates after promising to do so for over a year. I explained how this could impact average Americans, their retirement and their wealth with such things as loans, mortgages, savings accounts and other financial tools relied on by many. But what […]