Four Tips For Tax Smart Investing

At times, you may be able to use losses in your investment portfolio to help offset realized gains. Savvy investors have long realized that what their investments earn after taxes is what really counts. After factoring in federal income and capital gains taxes, the alternative minimum tax (AMT), and potential state and local taxes, your…
Read More

Social Security Planning

Yesterday I read an article that gives its readers some ideas on how to reduce taxes when it comes to social security planning.  Here is the link and a clip from the article that gives you some insight into the subject: Bracket Blues: The taxation of Social Security benefits is uber-complicated, but savvy planning can pay…
Read More

Shifting The Economic Burden: New Survey Finds Americans Recognize And Accept Responsibility For Their Own Financial Security

CFP Board survey shows Americans remain optimistic despite mounting financial pressures  Washington, D.C., March 16, 2012 – With the economy still shifting under their feet, Americans recognize that they have more responsibility than ever for their own financial security, including retirement, according to new research findings from Certified Financial Planner Board of Standards, Inc. But…
Read More

Setting Goals That Empower Your Financial Future

Setting Goals that Empower Your Financial Future Strategies for Creating Successful Financial Goals   Washington, D.C., Mar. 14, 2012 – Dreams – whether they be of winning this month’s NCAA Men’s Basketball tournament or securing the presidential nomination – cannot be achieved without first setting goals. Establishing goals is paramount to accomplishing any successful endeavor, including…
Read More

Market May Be Up, But The Scars Of 2008 Are Fresh

Recently I was asked by The Associated Press about investors’ moods as we near the three year anniversary of the market bottom.  Soon, I will be releasing some additional information relating to retirement on my blog.  Read the article and my comments on at: