9 Simple Steps to Financial Planning

Did our state representatives in Congress know all along that 2018 Tax Reform may result in a large shift of taxes from the Federal governme...

Recently a client asked about a NY Times article about the near-term future of the stock market. I am very confident that a long-term s...

Many times investors feel that they know what is going to happen next in the markets or the economy and believe that the  advisor just does ...

I have not written in almost a year (February 2014 was my last post). There is always much to write about though and proposed tax changes ar...

Converting Traditional IRA's and 401k's to a ROTH IRA may make sense from a perspective that is often not considered. If married...

Allan S. Roth writes in the February 2014 Financial-Planning.com magazine that " ...a common myth is that the ROTH ... is better than ...

Where you hold your investments (tax-deferred or taxable accounts) can make a difference. For example, stocks and stock funds held in a tax-...