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Posted November 13, 2014
Year-End Tax Planning 2014 2014 is drawing to a close, but there are still some important moves you can make in year-end tax planning for 2014 that may really help at tax time. Defer Income and Accelerate Deductions TheREAD MORE
Posted November 10, 2014
As senior family members age, it can be a time of uncertainty. Whether sudden or gradual, changes in the senior’s health can leave the family scrambling to coordinate caregivers, medical treatment and financial matters. A good support team can beREAD MORE
Posted November 4, 2014
There has been a lot written about Social Security lately, but I was stunned recently by a presentation at the UCSD Economics Roundtable. According to Professor John Shoven of Stanford University (who studies Social Security, aging and retirement), the VASTREAD MORE
Posted October 22, 2014
Recently I wrote about having a charitable giving plan, and how that can allow people to be strategic about their charitable gifts. As tax rates have been on the rise lately, many people have been looking for ways to reduceREAD MORE
Posted October 14, 2014
Global stock markets generally fell in the third quarter, although U.S. large company (large cap) stocks bucked the trend with the S&P 500 gaining 1.1%. Smaller company stocks were down 7.4%. Year to date, large cap stocks gained 8.3% versusREAD MORE