by Michael Lecours | Mar 18, 2018 | Taxes
What do you do with a house you no longer want? What if it’s a house in bad shape but you love the land? Up until recently, I would have offered two options: renovate it or knock it down and rebuild. Turns out there is a very creative strategy. You donate the house to...
by Michael Lecours | Mar 14, 2018 | Taxes
Recently some clients attend a talk on the recent tax law changes by Eliot Bassin of Bregman & Company. I thought it was interesting enough to send the slides out to readers of the blog and newsletter as there were several important take-aways that were new to me....
by Michael Lecours | Mar 8, 2018 | Saving for College, Student Loans
February’s issue of the Journal of Financial Planning included a flowchart I developed a few months ago to help guide clients through the rules around taking distributions from 529 Plans. Here is a link to the flowchart if you have questions about how 529 plans...
by Michael Lecours | Feb 20, 2018 | Taxes
The following post is written by our current intern, Calvin Nastyn. He is a student at the University of Hartford where he is studying finance. The issue that Calvin digs into is a wonderful (and comical) example of an odd implication associated with state taxation...
by Michael Lecours | Feb 13, 2018 | Economy, Finding Confidence, Investment Strategies
For the first time in close to two years, the stock market is spooking investors. The decline was swift, sudden and unexpected. It caught many people completely off guard. A lot of the headlines I read over the weekend, yesterday and this morning were written to...
