Blog Posts
Get Ahead With Tax Planning Strategies for Next Year
Are you hunting for last minute ideas and strategies to reduce your tax bill? If so, consider spending that time preparing to reduce your tax bill for next year. It will be a lot more productive to take steps now that could reduce the tax bill for 2016 than to trying...
ZIRP, QE, NIRP
Sounds boring, but wait, read on. These terms are behind much that matters. First is ZIRP or Zero Interest Rate Policy. The developed world (Europe, Japan, USA) dropped interest rate to zero save the economy from the 2008 crash. Unfortunately, the economy stagnated...
A Problem In My Industry and What I’m Doing To Fix It
There is a growing problem among Financial Advisors and Financial Planners – one that many industry veterans don’t want to talk about. Just like baby-boomers, most advisors are approaching retirement and may begin slowing down soon. More than half of all advisors are...
Learn to Be Brilliant & Generate Good Ideas Consistently
If you’re in a field that requires creativity, check out The Accidental Creative. For me, no two client situations are ever the same. And as a result the strategies are customized every time. The folks behind The Accidental Creative put out some great information that...
The Experts And Their Conflicting Predictions
It’s become comical to see and watch the supposed experts lay out such convincing rationales explaining what the future holds. In the reading of the tea leaves, some are seeing some pretty dark days ahead, while others think all of the market volatility is a normal...
China is a Mirror
This stock market sell off is being blamed on news that China’s economy is weakening, but it is important to note that China’s news is a mirror on what is going on in the rest of the world including the U.S. China is an industrial powerhouse built on exports and the...
Most Read Blog Posts of 2015:
Important Changes to Social Security How to Avoid the Biggest Mistake When Starting Social Security How To Reduce the Pain of a Required Minimum Distribution The Myth of Putting All Your Eggs in One Basket A 2016 Economic Outlook
Important Changes To Charitable Giving
For the last few years, Congress waits to the very last minute to extend a few important tax laws. This year is different. Under the proposed deal, these laws will become permanent. For more information about the provisions, click here.
What Does the Fed Rate Hike Mean For You?
If you’re looking for a concise summary of the rate hike and how it could impact you, take a few minutes to read this article at cnn.com
The Oil Glut Continues to Grow
Oil is once again making headlines - OPEC can’t agree on pricing, which has led to oil hitting record lows. It seems that every major oil producing country is battling for market share and willing to keep prices as low as they can so they can keep their current...
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