My Sunny and Warm Tax Haven
After spending a few days recently in the warmth of Miami, I always wonder why I do not live in ...
The Abominable No-Man and the Oracle of Omaha
The recent passing of Charlie Munger, Vice Chairman of Berkshire Hathaway, made us reflect on his and Warren Buffet’s successful ...
Beyond Wealth: Integrating Financial Planning and Investor Behavior
As financial advisors, our purpose is to increase the financial well-being of our clients. And, although I believe we add ...
A “How To” Guide to Retirement Savings for the Self-Employed
In the past, I’ve received calls from clients who had already retired but decided to get back into the game ...
The Securing a Strong Retirement Act of 2022: What You Need to Know
The Securing a Strong Retirement Act of 2022 (aka SECURE Act 2.0) recently passed the House (by a 414-5 margin, ...
The Shape of Things to Come: 2021 Tax Law Proposals
Although I am writing this in early April, I promise you, this is no April Fools’ Day joke. There are ...
Medicare: Everything You Always Wanted to Know
Medicare: The Basics Medicare is the Federal health insurance program for people ages 65 and older. The program helps pay ...