Category Archives for "Financial Planning"

Nov 22

Options to Help Reduce Your 2016 Tax Base

As year-end approaches, I have been fielding many questions from my clients about what options they could take advantage of to shelter some of their income from taxes in 2016.  While time is running out with only 6 weeks left in the year, there are several straight forward approaches that could help save you money […]

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Nov 07

It is not the Critic Who Counts

Typically, I wouldn’t post a book review or summary of a book focused squarely on investing especially when it comes to technical analysis.  Most of you simply would not care and if you are likely utilizing someone to manage your assets for you, that should be your manager’s job to understand if they are using […]

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Nov 01

Wealth Planning, Life Planning, and Economics

This week’s post is another curated list of articles that I have been reading over the past few months that have not appeared in my weekly “What I am Reading” section.  I had a two-part series of these curated articles a few months ago here and here.  This batch of articles focus on Wealth Planning, […]

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Oct 25

The Go-Giver vs. the Go-Taker

60 Minutes this past weekend aired yet another example of professional athletes being taken advantage of by slick talking financial advisors.  This is very similar to a piece that I wrote about back in July when three high profile athletes Mark Sanchez, Jake Peavy, and Roy Oswalt were ripped off for ~$30M. The key piece […]

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