Considering a Move to Save on State Taxes?
May 23, 2019
Now that the federal deduction for state and local taxes is gone, should I consider changing residency from my high income-tax state to one with lower or no state taxes?
Beating The Benchmark Takes Patience and Discipline
October 18, 2018
QUESTION: Can you beat the S&P 500 and other top index funds? ANSWER: It depends on the time frame. While it’s possible to outperform the
Remember It’s Your Wealth Before Their Inheritance
May 10, 2018
QUESTION: I’m getting married again, but my kids are worried it will adversely affect their inheritances. What should I do? ANSWER: Before you do anything,
Save Yourself Some Money with a Donor-Advised Fund
February 12, 2018
QUESTION: I just lost my state and local tax deductions in the recent tax reform, and I have no mortgage interest to deduct. Is there
College Funds Can Now Pay For Grade School and High School
January 10, 2018
Thanks to recent federal tax reform, you can now use your kids’ college funds, or 529 plans, to pay for up to $10,000 a year for primary and high school expenses.