One of the most controversial aspects of the new tax law is the limitation on the deduction for state and local taxes. The limit was set at $10,000, and as a result, many affluent taxpayers… Read More
Putting Together A Personal Financial Calendar: Month-by-Month Recommendations
If there is one date – one financial deadline – nearly everyone knows, it is April 15th. Through November of last year, the IRS had processed over 150 million returns for 2016, meaning that the… Read More
New Tax Bill: Will the Tax Code Changes Save You Money?
If you’ve followed the news about the new tax bill, you may have noticed that in an attempt to answer the question “Will it save me money?” writers are resorting to offering a varied group… Read More
Tax Loss Harvesting – Another Free Lunch?
Had Harry Markowitz thought about it, he probably would have considered tax loss harvesting a free lunch. Markowitz was a seminal figure in the academic study of investing, and he famously called diversification the only… Read More
June 2015 – Medical Expenses, Cybersecurity and Taxes
Medical Expenses in Retirement Micah Porter, CFA, CFP® Quite often, one of the biggest financial concerns clients have as they face retirement are medical expenses. They don’t know what to expect, and articles in the… Read More
December 2012 Newsletter
It’s hard to believe there are just two full weeks left in 2012. The year end tends to be a busy time for us financial types and with the uncertainty surrounding future tax rates, this… Read More