Small Companies Can Do Well While Doing Good

by | Nov 2, 2017 | Blog

The federal Small Business Administration reports that about 75% of small business owners donate some portion of their profits to charity each year. The average contribution is around 6% of earnings. Fulfilling philanthropic intentions has emotional rewards, and there...

Tax-Wise Portfolio Rebalancing

by | Nov 2, 2017 | Blog

Studies indicate that savvy asset allocation may lead to long-term investment success. Individuals can find a desired mix of riskier asset classes, such as stocks, and relatively lower risk asset classes, such as bonds. Sticking with a chosen strategy might deliver...

After-Tax Dollars in Traditional IRAs

by | Jun 21, 2017 | Blog

Making your retirement contributions tax efficient is one of the most important factors when planning your retirement strategy.  Non-deductible contributions to an IRA may be part of that retirement plan.  Workers under age 701/2 can deduct contributions to a...

Holding Down Premiums for Medicare Part B

by | Jun 21, 2017 | Blog

Medicare, the federal government’s health insurance program for people 65 and older, has four parts. Although Medicare offers good value to many seniors, high-income Medicare enrollees can pay over $5,000 a year for Part B, whereas high-income couples on Medicare can...

Prenups Can Serve Many Purposes

by | Jun 21, 2017 | Blog

Some people may think of prenuptial agreements as asset protection vehicles for wealthy individuals who are about to be married. When a wealthy individual gets engaged, a “prenup” can help safeguard the assets that individual brings into the marriage from passing to...