by Spencer Neal | Dec 13, 2016 | Taxes
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...
by Spencer Neal | Nov 8, 2016 | Taxes
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...
by Spencer Neal | Oct 12, 2016 | Investing
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...
by Spencer Neal | Sep 2, 2016 | Investing
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...
by Spencer Neal | Aug 8, 2016 | Long Term 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...
