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  • Tax Law Changes Delayed But Not Dead

    For years, year-end tax tips were delivered in this space every September, but this year's story is a real cliffhanger. The twist in the plot is the pending tax legislation. Ironically known as the SECURE Act, an acronym, the legislation is officially named, "Setting Every Community Up for Retirement Enhancement." The bill is likely to cause frantic last-minute tax maneuvering at the end of 2019.

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  • About The Weakness In Manufacturing

    After the manufacturing sector numbers for August were published on Tuesday, September 3rd, the financial press erupted with grim headlines. Largely absent from the coverage was proper context: The manufacturing purchasing managers index has predicted six of the last three recessions, and manufacturing accounts for about 12% of U.S. economic activity. Here are the facts.

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  • Is The Inverted Yield Curve The Financial Fakeout Of 2019?

    The day the yield curve inverted, on Wednesday, August 14th, stocks plunged and financial headlines turned grim. Should you worry? Or is the yield curve inversion the financial fakeout of 2019?

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  • Retirement Income Alert: Do You Own A $1 Million Plus IRA In A High Income-Tax State?

    If you own a $1 million IRA account and live in a state with a high income-tax rate, here's a financial planning tip that could save you thousands annually on state income tax. The strategy requires setting up a trust in a state with no income tax, which is probably not something you do every day. So, here's a primer.

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  • How Can We Help You Die In Peace?

    "Financial peace of mind" is an overused term in financial services marketing. However, the help we provide in settling financial details of your estate indeed may bring you genuine-and eternal-peace of mind.

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  • A Primer On Setting Up A Trust Fund

    Trusts funds used to be the realm of the wealthy, providing a tool to pass money to heirs and charities. Nowadays, though, they are becoming a means for more people to engage in smart estate planning.

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  • Three Strategic Mid-Year Tax Tips

    With summer 2019 now underway, here are three strategic mid-year tax planning tips.

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  • How To Avoid State Income Tax On Distributions From IRAs

    Do you own a large IRA and live in a state with an income tax? Consider setting up a non-grantor trust in a state with no income tax. While this financial planning tactic may sound exotic, it's common sense and can make a material difference in your life and beyond.

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  • Watch The Fed Closely In The Months Ahead

    In June, the economic expansion entered its eleventh year, officially setting a new record as the longest growth cycle in modern U.S. history. The previous record-setter was the 10-year expansion that bracketed the 1990s.

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  • Say Goodbye To Stretch IRAs And Get A New Plan

    Bid adieu to stretch IRAs! A new tax law widely expected to become law by the end of 2019 will kill this strategy for passing on your IRAs to the next generation while minimizing the amount that goes to Uncle Sam. Adoption of the legislation is not sure, but it is highly likely, making it wise to plan now for the demise of the stretch technique.

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