For some, it’s hard enough to figure out where to go to dinner, let alone pick the right person to raise your kids or determine who to leave your prized possessions to in the event of your unexpected demise. Nonetheless, prudent estate planning requires tackling these as well as other tough, yet important decisions. Moreover, effective estate ...Read More
Following 2017’s remarkably smooth ride up, 2018’s tumultuous market action has investors once again on edge and reaching for a bottle of Dramamine. The market’s impressive start to the year suggested an encore performance might be in store as major equity averages sprinted to fresh all-time highs. However, by the end of January, investor ...Read More
Pay tax now, or, defer and potentially pay more later? That is the main consideration that taxpayers grapple with when considering whether to make a traditional IRA or a Roth IRA retirement contribution. With the Tax Cuts and Jobs Act (TCJA) lowering federal income tax rates through 2025 (when a sunset provision will revert rates back to 2017 ...Read More
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A Wallet in the Sock
by Steven M. Sheldon, CFA
A Wallet in the Sock (WITS™) will help you keep your wits about you! Steven M. Sheldon takes a personal anecdote involving his dad's unorthodox vacation planning techniques and turns it into a powerful, new metaphor for achieving financial security and peace of mind.