Tag Archives: taxes

Tax Planning is Essential

It is tax season, and we think it’s so important that you be …

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New Special Report: Tax Strategies

Do you know your tax bracket? Do you have tax-deferred retirement accounts? What …

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Protecting Yourself from the Incompetence of Government

There is government incompetence on many levels – state, local and of course …

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Retirement Planning Lessons

A quick announcement: the Monday Morning Financial Market Review broadcast will be moving …

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President Obama’s Legacy, Part 4

For the last few weeks, we’ve been talking about President Obama’s legacy and …

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President Obama’s Legacy, Part 2

To be fair, former presidents and current Congress and Senate members have contributed …

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President Obama’s Legacy, Part 1

There are going to be consequences to President Obama’s legacy that will impact …

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Personal Finances: Some Reminders

Right now, Doug is having annual reviews with his clients, discussing personal finances …

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The Big Conversation

Those in power in Washington want to raise the debt ceiling without any …

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Three Things Every Investor Should Watch

There are three areas investors need to pay attention to: Liquidity Planning (retirement, …

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