Blog Archives

We are asked more often these days about required minimum withdrawals – how they work, why they must happen, and particularly, can taxes on RMDs be avoided. The concept of the IRA contains an implicit agreement between you, as the … Continue reading →

As the market sank this last week, we had a few comments from clients about this ‘rocky ride’. (One note of appreciation – these clients were calling with more concern for us than their portfolios! Thanks for that!) Now is … Continue reading →

We had some feedback to our earlier blog on security, specifically around passwords. Our commenter indicated that her passwords were turning out to be too weak and she suggested that we augment our earlier post with some sites that can … Continue reading →

Americans are pretty charitable, and we’re not just talking about the rich. Generally, Americans give away between 3% and 4% of adjusted gross income per year, across all income levels, though giving tends to be a little higher at the … Continue reading →

The new tax bill is just about 1100 pages long, and many of its provisions are very particular to certain situations, such as residents of high tax states, those subject to AMT, and so forth. For specific questions about your … Continue reading →