Category Archives for "Behavioral Economics & Wellness"

Jan 16

Start Your 2018 Tax Planning Now

As anyone could imagine, the hottest topic in wealth planning right now is trying to decipher the impacts of the Tax Cuts and Jobs Act Of 2017.  I am currently working on a summary of the tax legislation which I will publish later this month.  But for now, I think that it is prudent to […]

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Dec 19

Investing in the Middle

Below is a very relevant Ted talk for this time of year which features a friend of mine Bill Kieffer.  Bill is someone who had a very successful military career and was able to transition that success into the business world specifically in Human Resources. While many people will be taking take time off over the next few […]

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Jan 20

What is means to be a Certified Financial Planner CFP®

I wanted to articulate in broad terms what some of the designations that I carry at TAMMA mean and how those may impact those who choose to work with TAMMA.  Not every wealth or financial advisor is a CFP®.  And believe it or not, not all people in the financial industry are required to be […]

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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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