Every few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to a non-deductible IRA and converting that contribution to a Roth IRA (a “backdoor” Roth [...]
The end of 2018 is fast approaching. Thanksgiving flew by, and now it’s time to make sure holiday presents and plans are set as we gear up for cold weather and special times with family and friends. It’s a [...]
Federal estate taxes changed under the new tax law, resulting in substantially less taxes for individuals with estates greater than $5.49 million and couples with estates greater than $10.98 million. The Tax Cuts and Jobs Act more than doubles [...]
Rate Cuts, Deductions, AMT—these words are being tossed around a lot lately in the news headlines. Heated political opinions are flying back and forth claiming Trump policy will lead to tax cuts that benefit the rich or hurt the [...]
From the earliest days of commerce, merchants seemingly longed for distant markets that would embrace their products. Christopher Columbus’ primary goal to was to find a faster trade route west to the East Indies in order for Europe to [...]
Chapter One: Investing and Planning Scenarios The 2016 presidential election is like nothing most Americans have seen in U.S. politics. Hillary Clinton and Donald Trump have very different views on where the U.S. should be led, and more specifically, [...]
With the recent increases in interest rates, many investors begin to question their allocations to fixed income. These questions and doubts are not without reason: bond values move in the opposite direction as interest rates, so if rates continue [...]
