Tag Archives | IRA

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The Trap of the AMT

As the election season enters the final stretch, we’re hearing about the presidential candidates’ plans for the economy and taxes (well, we’re hearing a lot of arguing about them).  I’m all in favor of revamping the tax code to make it simpler and more straightforward to understand, especially when it comes to reforming the out-of-date […]

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Don’t Throw Away that Statement!

Finding how much your investments really cost can be difficult, but not impossible. You can scour your statements for fees, look up your funds on Morningstar, or ask your adviser. 401(k) plans though have been among the least transparent investment vehicles and often believed to be a free service from your employer (they’re not). New […]

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Steady!

Walking the Money Tightrope with Almost Grown Kids

I hate to break it to you, sleep deprived new parents; parenting teens will make you long for the days of diapers and spit up. It does get easier as the teen years wane and your child’s reasonable mind returns. But there in the fuzzy world between having grown-up children and children who don’t want […]

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Part 2A & B of Form ADV: Firm Brochure