Aug 2016
Financial Planning Focus – The Cult of Income Tax Refunds
Trying to figure out how much income tax to withhold to approximate your actual tax liability is not an exact science and many of us get it wrong year over year.
Aug 2016
Financial Planning Focus – Managing Required Minimum Distributions to Maximize Benefits
Required Minimum Distributions (RMDs) are a frequently misunderstood, but critically important concept, relating to tax-deferred retirement portfolios.
Aug 2016
Financial Planning Focus – Take a Walk in Your Advisor’s Shoes: Ten Steps for Evaluating a Prospective Financial Advisor
The Washington Post recently ran an article written by Bruce Horovitz discussing ten important steps to take before hiring a financial advisor.
Aug 2016
Financial Planning Focus – Generation X: No Longer Just Billy Idol’s Band
If you were to google “Generation X” these days, the top results would be articles related to the generation of individuals born after the baby boomers (from the early 1960s to mid 1970s) and before millennials.