Q2 2021 Newsletter


  • Does your portfolio pass the “what if” test?
  • To make your savings last, consider phased retirement
  • How to keep states from taxing you twice 
  • Repayment plans can ease the pain of student loan debt



Q1 2021 Newsletter

  • How a CRT can work as a “stretch IRA” substitute
  • The kiddie tax: What’s new is old again
  • Strike while interest rates are low 
  • Congratulations on your windfall! Now, for the caveats



Q3 2020 Newsletter



  • What bond investors need to know about yield
  • Wait! Don't leave your job without your retirement account
  • Family businesses: Choosing the right exit strategy
  • How to estimate tax payments - and stay in the IRS's good graces




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