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.

Watching The Tax Proposal Duel Unfold

When Susan Roman and I sit down with folks to help them design their retirement system, we usually discuss whether it makes sense to use investment vehicles that result in growth or income on which taxes are paid currently, or whether we kick the can down the street and pay taxes later. A question we […]

To Be Or Not To Be A Fiduciary?

If you are a loyal Cutter Family Finance reader, you have heard me harp about many things over our years together, but I think the most common topic I have covered over the last year or so has been the Department of Labor’s (DOL) landmark ruling, scheduled to become effective on April 10 this year. […]

The Financial Year In Review

It has been quite a year, and 2017 promises to be just as exciting. The best thing we can do is stay on our toes and be ready for whatever is to come, and that starts with ensuring that we understand all that happened in 2016.   That’s why I decided this week to highlight […]

The Underdog That Trumps All Underdogs

This year has brought its fair share of upsets. Lebron and his Cavs came back from being down 1-3 in the NBA finals, to bring the first championship to the organization. More recently, the Cubs overcame that same 1-3 deficit to win the World Series for the first time in over a century. But last […]