It was with a sigh of relief that I completed our family’s tax work this year (full disclosure: we have a CPA prepare ours, but I did my mother’s—-hers is simpler, and it saves her a bit of money). However, rather than just filling out the forms to… Read More »Your 1040: What it Says About You
Organizing my tax information prompted me to write on this topic. Coincidentally, I ran across an article on the topic by Elaine Floyd, CFP® and Richard Koreto, who I credit for this list of questions, but which I have adapted based on my experience. As will become clear… Read More »9 Questions to Ask Your Tax Advisor
This month’s post looks at the following topics: First Quarter Markets Review Does this Mean Rebalancing into Bonds (?!?!) Have You Seen the Latest From Washington? What it could mean for you First Quarter Markets Review Unless you were a bond, commodities or gold investor, it was a… Read More »First Quarter 2013 Markets Review (written April 2013)
In late 2012 I wrote a summary of potential changes to the tax code in case the U.S. went over the “fiscal cliff.” At the eleventh hour, Congress finally acted on the potential expiration of the Bush tax cuts, and some other changes occurred which taxpayers should be… Read More »The American Taxpayer Relief Act of 2012 (ATRA) (written February 2013)