An important financial planning tool that we strongly recommend is having both tax-deferred and taxable investment portfolios. Very often, when we meet with new clients, they have all or almost all of their retirement savings…
“Prominent media journalism is a thoughtless process of providing the noise that can capture people’s attention.” – Nassim Nicholas Taleb (Author) Helping clients “filter the noise” is an increasingly valuable aspect of our work. We…
Most of us remember Dr. Arthur Laffer, an economist who worked in the Reagan Administration, and his simple depiction of the relationship between tax rates and revenues. He drew the diagram below (The Laffer Curve)…
A new budget proposal from the Obama administration brings back some themes from the past; namely, taxing “excess” accumulations (or more specifically, “excess” distributions) from IRA’s and other retirement accounts. Believe it or not, this…
