In honor of our football team’s habit of leaving things until the 4th quarter, I thought we’d talk about assorted tax strategies this week that tend to come up for review and discussion in the 4th quarter. Rather than diving too deeply on any particular item, I thought I’d share a bit of “the catalog” that comes to mind for …
Simplicity is its own Value
Years ago I went and saw a stand-up comedian who left us clutching our sides on a rip-roaring bit about, of all things, Thanksgiving stuffing. The bit, succinctly, was that the comedian wanted so badly to know the secret of his neighbor’s stuffing. Stuffing that was the stuff of legends, that brought family to this neighbor’s home every year from …
Protecting Assets From More Than Market Loss
What most clients reach out to us about when they think about losing money is the idea of market loss. “We’re worried about [this current event/this future event] and what if [that happens]?” It’s a fair thing to worry about, particularly as you get to the point of living on your money rather than accumulating and saving more money, but …