But Our Work Is Never Done. Most of you have filed your 2021 taxes and said “goodbye and good riddance” to tax season. You probably won’t be thinking about taxes again until next year. And that’s fine … you deserve a break from the stress of tax season. We, on the other hand, work…
For most of us tax-day is past and taxes for 2021 are behind us. For a few we have another six months to pull it all together and get returns submitted by using the handy extension. Here is a very great review appearing in the Wall Street Journal by Ed Slott aka America’s tax…
Questions You Were Afraid To Ask A few months ago, I started a new series of letters called “Questions You Were Afraid to Ask.” Each time, we look at a common question that many investors – especially new investors – have but feel uncomfortable asking. Really, there’s no such thing as a bad question!…
Questions You Were Afraid To Ask I recently started a new series of posts called “Questions You Were Afraid to Ask.” We will look at a common question that many investors have but feel uncomfortable asking. Because, after all, when it comes to your finances, there’s no such thing as a bad question! …
The end of the year will be here in less than 60 days. I will have conversations with many of you between now and then. Here are 11 of my normal year-end questions we cover. Not all will apply to you. Some of you will have others specific to your situations. Are my estimated…
Questions You Were Afraid To Ask When we were kids, most of us were taught that “The only bad question is the one left unasked.” As a financial advisor, I’ve found that statement to be proven true time and time again. Every day, my clients ask me questions about the markets, taxes, their personal…
What You Need To Know We occasionally will recommend using some form of annuity in your strategy and planning. Most people I talk to will have questions about taxes and other options. Although those questions are easy for me to answer I find they become HARD for you to remember. This stuff can…
Can I Rant A Bit? I don’t want to talk about politics. I want to talk about the government in general terms. Depending on your politics you could easily misconstrue the point I am about to make. Please don’t do that. I am only going to talk about this information as it pertains to…
What Have You Done? The countdown started in December 2017 when President Trump signed the Tax Cuts and Jobs Act (TCJA) aka the Trump Tax Cuts. This legislation created the lowest tax brackets for many of us in our lifetimes. It’s the largest overhaul made in the last 30 years to the tax…
Imagine it is February 15th. I know that can be hard when it’s July and the average temperature is in the 80’s, but just play along with me for a moment. So it’s February, it’s 5:00 in the morning. We are on a farm in northern Minnesota, in the middle of nowhere. It is…