A Tribute To A Friend

On May 9, 2017, "Captain Gene" of Key West, FL passed away. This is atribute to 35 years of friendship. We met Memorial Day weekend, 1982 in beach house in Delaware. I was invited into the house by some college buddies who were living in the DC area; you had been in...

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Dear Elizabeth Warren

Dear Elizabeth Warren One of the changes the new President has implemented is the repeal or delay of the Department of Labor’s Fiduciary Standard for advisors working with retirement accounts. This is a regulation you have been very vocal on, continually espousing...

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Knowledge Is Good

The words above are attributed to Emil Faber, the fictional founder of the fictional institute of higher learning, Faber College, in the 1970’s movie classic, Animal House. While there may be other lines of the movie that come to mind (“Was it over when the Germans...

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2016 Year End Tax Planning Basics Part Two

In our October newsletter, we presented the following year-end tax planning ideas: • Maximize retirement plan contributions • Maximize contributions to College Savings Plans • Maximize contributions to Health Savings Plans • Take all Required Minimum Distributions...

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2016 Year End Tax Planning Basics

As we enter the fourth quarter and with year-end rapidly approaching, we would like to present you with some year-end tax planning recommendations. The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax...

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And the Winner of the 2016 Presidential Election is…

Does the President Matter to Investors?To say the 2016 Presidential election has been interesting is probably an understatement. Whether you’re for four more years of “Hope and Change” or you want to “Make America Great Again”, there is certainly plenty of media...

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Why Women Are Better Investors Than Men

About eighteen months ago, we presented a seminar, “What Women Want” in which we identified four aspects where women differ from men financially: They live longer. They generally earn less over their lifetimes. They usually are the ones to take a career break to raise...

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Long Term Planning Care

Long-Term Care is a “hot” financial topic. It is on the minds of many! We tell people, “Forget about Long-Term Care insurance for a minute, you need to have a conversation about developing a game plan as to how you and your family will deal with this kind of event if...

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Traditional 401(k) vs. Roth 401(k)

Over the past decade, 401(k) plans have come to more closely resemble the Individual Retirement Account (IRA) in terms of the ways to make contributions to the accounts. And investors need to better understand the tax implications of their choices. Many employers now...

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