After doing dozens of planning sessions, I wanted to summarize some of the tax planning opportunities and pitfalls that come up over and over again.
Plan By Numbers Blog
Financial Planning simply illustrated by numbers, at our companion blog written by Denis Smirnov.
Tucson Monsoon – 2018 Update
A quick Tucson monsoon update for 2018
Trillion Dollar Baby(s)
After hitting trillion dollar market values will Apple, Amazon and friends continue their rise or will they be checked?
Current Investment Options For Your Cash
After years of near-zero interest rates, investors are finally starting to see some options to make a little income on their cash
2018 Mid-Year (ish) Review
Some observations from my performance spreadsheets on how things are going year-to-date in various investment areas
Mortgage Rates & Monthly Payments
Looking at the history of 30-year mortgage rates, where they might be headed and how much it will cost homebuyers
Investment Management Fees Under The New Tax Law
Reviewing strategies to preserve some of the investment fees deduction under the new tax law
2017 Review: Economy Edition
The economy finished 2017 on solid footing, tax reform to add more “oomph”
2017 Review: International Edition
Emerging and Frontier Markets led to the upside in 2017, except Russian & Venezuela that is
Tax Reform Summary
On December 22, 2017 President Trump singed “Tax Cuts and Jobs Act of 2017” overhauling the nation’s tax code. Here are some highlights that will impact many of you.