Category: Financial Planning

Commentary on financial planning in general and our financial planning approach, Blueprints, in particular.

Tale of the Jackrabbit

Recently we received a call from a financial planning client that we did some work for a few years back.  At the time, we developed a comprehensive financial plan which included a well thought out investment strategy.  The client investment assets were scattered...

Beware the Kiddie Tax

Income shifting is defined as a person in a high tax bracket giving an income producing or appreciated asset to another person, typically a child, who is in a lower tax bracket to hold or sell. This transfer is sometimes made to a child under the age of eighteen and...