‘Tis the (Tax Savings) Season

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A recent post from Jamie on his WealthAdviceMadeSimple blog helping to provide you with ‘Clarity in a complex financial world.’   Cue up the Andy Williams because It’s the Most Wonderful Time of the Year! According to the Tax Foundation, most Americans have to work nearly 4 months each year just to pay their tax… Read more »

It’s for Your Death – Not Your Life

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A recent post from Jamie on his WealthAdviceMadeSimple blog regarding the differences in life insurance.   Spring 2000 – I sat at my desk, an aspiring CPA if there is such a thing. Bored out of my mind. It’s not that I didn’t work with great people, or for a great firm, but the work… Read more »

Easy Money – It’s that Simple

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A recent post from Jamie on his WealthAdviceMadeSimple blog regarding the value of online savings accounts.   Breaking a bad habit is hard, but not all habits are bad. I strongly recommend The Power of Habit by Charles Duhigg to reinforce how habits can be used to create successful outcomes. However, many habits, or reluctance for change… Read more »

Tax Reform and You

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Well, it’s finally here. We’ve been hearing about tax reform for a long time and now it is headed to President Trump’s desk for signature. To fully digest this new information will take months as interpretations get ironed out. Today’s commentary is designed to cover more pressing considerations as it relates to 2017 and steps… Read more »

The Problem We All Face

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Everyone always says “you’re a numbers guy.” Okay, let’s talk about some numbers. A 36% increase in 2016 From 2000 to 2015, a 642% increase 8 billion (with a “B”) 70% I know what you’re thinking – “what investment is this?” Wrong. A 36% increase from 2015 to 2016 in the number of people who… Read more »