Monthly Archives: October 2013

Our Crazy Times

Tweet With congress finally coming together last week to reopen the government and securing our debt payments (which by the way really wasn’t in jeopardy), I thought it might be a good time to share my thoughts. The deal which was stuck doesn’t solve the issue. It simply moves the timeline out to early next year. This leaves us with the possibility … Continue reading

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Guest Post from Kathy Watkins: What I do!

Tweet I have been meaning to write a post outlining the role and the benefits that my virtual assistant, Kathy Watkins, brings to my practice and, most importantly, to my clients. But rather than writing it myself, I decided to ask Kathy to tackle this topic. So, today’s post is a guest post from Kathy….who by the way, is a real asset … Continue reading

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The Power of Taxable Investing

Tweet As a fee-only financial advisor who is always looking at the tax impact of investing, I often write about the importance of pre-tax investing.  Whether it is in a 401k/403b, SEP, SoloK, or a traditional IRA, creating a tax deduction by investing for your future is certainly a home run.  In September of 2011, I penned the article titled 401k: Still … Continue reading

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