Tag Archives: Financial Planning

When is a dollar not a dollar?

Last year, I went to a holiday party where a magician performed tricks for small groups of guests during the cocktail hour. One of his tricks involved taking a crisp dollar bill from me, after I’d written my name on … Continue reading

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Farewell Fiduciary?

(photo source: http://gurpshexagono.blogspot.com/2012/02/uma-nova-novidade.html) On Friday, February 3, the Wall Street Journal reported that the new administration would likely sign an executive order that would delay or rescind the pending Department of Labor rule that says that anyone who provides advice … Continue reading

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California Dreaming: Aligning Spending with Values and Building Memories

As most blog readers and clients know, most of my and my wife’s family live in California. It’s important to us that our kids know their extended family, and while Facetime and video chats have been great, they can’t replace … Continue reading

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Income Taxes Are Marginally Effective: Marginal Rates, Effective Rates and the Power of Long-Term Capital Gains

In a perfect world, the start of April would only signify the beginning of both warmer weather and the professional baseball season. Sadly, along with Opening Day, the onset of April brings with it everyone’s favorite national un-holiday: Tax Day. … Continue reading

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