Your 401k

Can you take a minute to absorb something very important?  What if you could make 3-6% consistently and safely in this economy going forward?  What if an advisory office could show you how? The really good news is that we can!  As we approach elections this year, it is becoming...

Tax-Free Retirement

Is it possible for you to have a tax-free retirement?  Can you reduce or eliminate your taxes during retirement? Can you “make a deal” with the IRS that goes something like this:  “I’ll pay you what I owe you now, but don’t ever ask me for anything else?” The answer to all of...

Hello to our friends and clients:

Well it turns out you do have friends in Washington!! Incredibly and against their better judgement the IRS made a stunning change to the Required Minimum Distribution from an IRA which begins at 70 ½.  It is really hard to believe but they recently passed the QLAC regulations...

Are Your Taxes Rising?

WEALTHIEST FACE BIGGER TAX BITE! (Wall Street front page December 31, 2015)   As we share this information with our clients both new and old, they usually say “but that does not affect me, I am not in that group” NOT YET . . . . Just wait a few years and watch Washington DC...

In the Headlines – December 18th, 2015

In The Headlines High Yield Debt Market Woes: Echoes of 2008? A day after a prominent Wall Street firm shocked investors by freezing withdrawals from a credit mutual fund, things only got nastier in the junk-bond market. Prices on the high-risk securities sank to levels not seen...

In the Headlines – December 11th, 2015

In The Headlines Amazon’s Prime Threatens Walmart and Target According to a new survey, there are now nearly 41 million members of Amazon.com’s Prime. The program keeps attracting more and more members, and new data from Wall Street firm Cowen & Co suggests the subscription...

In the Headlines – December 4th, 2015

In The Headlines SpaceX Contract Advances the Commercialization of Space NASA has placed an order with private spaceflight company SpaceX for a manned mission to the International Space Station in 2017. The Dragon spacecraft can carry up to seven people in lower Earth orbit. “The...

In the Headlines – November 20th, 2015

In The Headlines Are Robots Taking American Jobs? One central bank has some frightening predictions when it comes to job stability in the future. A Bank of England (BoE) official warned that 80 million jobs in the United States are at risk of being taken over by robots in the...

In the Headlines – November 13th, 2015

In The Headlines Men’s Wearhouse Discovers Customers Don’t Forget a Good Deal Shoppers will not part easily with their beloved deals, as countless retailers have found out the hard way. Men’s Wearhouse is the latest to learn that painful lesson. The clothier recently reported...

In the Headlines – November 6th, 2015

In The Headlines Will the JOBS Act Disrupt the Venture Capital Markets? The Securities and Exchange Commission is about to vote on Title III Crowdfunding regulations, designed to open up investments in private companies to all investors—rather than just the accredited investors...