Category: Financial Planning

Unfortunately, in our ever interconnected and automated world, we are seeing a big uptick in cases of fraud. While it is unlikely all cases may be prevented there are several ways you can better protect yourselves and your information. While there is no current way for the IRS to alert you if a Tax Return [...]

Over nearly three decades of providing financial planning counsel to clients, I have observed a variety of lifestyle trends rise and fall in popularity. A good example of those changing persuasions is the growing number of pre-retirees that are shunning the idea of owning a 2nd home. The most cited reason is the high “true [...]

As we approach year-end, tax planning considerations should be starting to take shape.  New tax legislation has brought greater certainty to year-end planning, but has also created new challenges.  The number of changes made to the Tax Code and the opportunities these changes bring may seem overwhelming.  However, early planning will help you to maximize [...]

For many people, the last few months of 2012 were an estate planning headache weighing the costs and benefits of gifting to children or trusts while debating whether the Federal government would increase or decrease the lifetime unified credit.  The lifetime unified credit is the total combined amount you may transfer while alive (without incurring [...]