Your 1040: What it Says About You
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 […]
taxes
9 Questions to Ask Your Tax Advisor
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 […]
First Quarter 2013 Markets Review (written April 2013)
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 […]
The American Taxpayer Relief Act of 2012 (ATRA) (written February 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 […]