Common Deductions Taxpayers Overlook

U.S. Individual Income Tax Return

Common Deductions Taxpayers Overlook Make sure you give them a look as you prepare your 1040.   Every year, taxpayers leave money on the table. They don’t mean to, but as a result of oversight, they miss some great chances for federal income tax deductions. While the IRS has occasionally fixed taxpayer mistakes in the […]

An Estate Planning Checklist


An Estate Planning Checklist Things to check & double-check as you prepare.   Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, those who die without their financial affairs in good order risk leaving their heirs some significant problems along with their […]

Alternative Approaches to Retirement Planning

Retirement 3D Sphere sign on white background.

Alternative Approaches to Retirement Planning – Is the conventional wisdom for everyone?     Questioning traditional assumptions about retirement planning can be illuminating. Some retirement planners and economists argue that they need to be reexamined. Does most retirement planning focus on the future at the expense of the present? One noted economist makes that case. Laurence […]

The Fed Perturbs the Markets

The Fed Perturbs the Markets

A more positive view of the economy equals a big negative for Wall Street. The end is in sight for QE3. On June 19, the Federal Reserve let investors know that “easing without end” will eventually end, perhaps as early as mid-2014. Wall Street had anticipated such a signal, but investors still reacted emotionally to […]