Tag Archives: Financial Planning

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

Posted in Financial Planning, Firm News, Retirement Planning | Tagged , ,

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

Posted in Financial Planning | Tagged , ,

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

Posted in Financial Planning, Taxes | Tagged , , ,

Turning Lemons Into Lemonade: 3 Financial Planning Techniques For Market Declines

Let’s get one thing out of the way right at the top: it feels lousy when the stock market goes down. No matter how many times we tell ourselves that declines are temporary and losses don’t become permanent until we … Continue reading

Posted in Financial Planning, Investing, Taxes | Tagged ,