Financially Independent Children in the Age of Entitlement
I recently wrote this article for Money Magazine. Click here to view the edited version. “Father Merchant, Son Gentleman, Grandson Beggar” – Spanish Saying A few years ago, meeting with new potential clients who were considering retirement, it became clear that the biggest hurdle that stood in the way of a successful future was the […]
Beat The Clock -Last Minute Qualified Charitable Deductions
Congress has passed the “extenders bill” for 2014 (the Tax Increase Prevention Act of 2014). President Barack Obama just recently signed this into law. This bill revived qualified charitable distributions (QCDs) for 2014 only. There are NO transitional rules allowing 2014 qualified charitable deductions to be made in 2015 so you must get your 2014 it done before the end of […]
The Night Before Christmas
Every year with the kids, the night before Christmas brings new joys, challenges and memories. This is the one night of the year when we do not have trouble getting the kids to bed. We watch Santa delivering presents on the computer via the “NORAD Santa Tracker” waiting for him get close to Chattanooga. When […]
Large Tax Hits from Mutual Funds?
Mutual Fund Capital Gains Distributions They show up like uninvited guests, usually in early or mid – December and eat up our profits. They are one of the worst aspects of owning mutual funds. Funds might sell appreciated securities for a variety of reasons. Perhaps a stock hit management’s sell target–not out of the question, […]
