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Piecing Together a College Education

Paying for college is a partnership! It is not a test of endurance. It is not an obligation. It should not take precedence to saving for retirement. It should not result in your own personal bankruptcy. Paying for college is a partnership shared by those vested in its benefits!

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Long-Term Care in Images

Life is filled with risks. While stock market, economic, or political risk is widely discussed in the press, there are other risks that financial advisors and clients must consider. One of the biggest and most uncertain risks has to do with the future high-cost medical care that is not covered by insurance.

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Do the Opposite!

Rising markets have two very negative and interconnected effects. First, a rising market facilitates unrealistic hopes and high expectations about future stock returns. Second, a rising stock market actually lowers the future expected returns.

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Layering Life Insurance

There are two basic categories of life insurance: term and various forms of cash value life insurance. Today, I am going to talk about term life insurance and ways to use it more creatively to not only obtain a more appropriate amount of long-term protection, but also to save money.

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Build Wealth by Paying Taxes

What if I told you that you could build wealth by paying taxes—and paying them now instead of later? Most clients don’t want to pay taxes at all, let alone sooner rather than later. In fact it is common wisdom to defer income taxes as long as possible. How do you defer income and therefore taxes? The table to the right shows some typical income acceleration / deferral strategies.

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Your Information is for Sale!

With the recent IRS related fraud issues (IRS imposters, and IRS security issues) I have been thinking and reading more about fraud, identity theft, and methods of protecting clients from such problems.

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Bill Appears in U.S. News & World Report

On Monday, March 23rd, Bill was quoted in an article titled 7 Bad Investing Habits That Are Holding You Back by Kate Statler in U.S. News & World Report. Bill mentioned how comparing portfolio performance to the wrong benchmark (e.g., S&P 500) is inappropriate and harmful to your realized investment results.

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Be Prepared for a Call from an IRS Imposter

A client recently contacted me regarding a very frightening call she received from someone claiming to be from the IRS. They told her that she was facing jail time for fraud and tax evasion. Their tactics were very aggressive and intimidating and they insisted on her sending money immediately to avoid a variety of harsh consequences.

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