financial advice
The Benefits of Tax-Advantaged Savings Vehicles
They say you can’t take it with you...but they certainly can take it from you. In my years as a financial advisor, I was...
Choice of Business Entity
Launching a new business requires a thoughtful process, usually in conjunction with an accountant and a lawyer, as there are financial, tax and legal...
Planning Considerations For Same-Sex Couples
Partners in same-sex relationships often share the same financial goals as married spouses, but they face additional hurdles from federal and state laws in...
Tax-Aware Investing for the 21st Century
Benjamin Franklin had it right when he said, “In this world nothing is certain but death and taxes.” For investors, it pays to be...
The Value of Estate Planning
An estate plan is one of the best ways to help assure that, after your death, your assets will be handled as you intended....
Planning for Your Own Care
Everyone must plan for his or her own financial security. That is a constant and recurring theme in this column. But, while most people...
A “Born Again” First Time Homebuyer?
One of the many economic silver linings emerging these days is the first time home buyer program that will give you a tax credit...
Identifying the Banks
Banks are in the forefront of the evening news and the center of the bailout package. Why are these institutions receiving so much attention?...
