Category: Uncategorized

How to Pay Zero Tax on Dividends and Capital Gains

Fortunately under the new tax code the thresholds remain to qualify for zero tax on qualified dividends and capital gains.  Taxpayers who are in the old 10% and 15% tax brackets are the beneficiaries of this little wrinkle of the tax code and the good news is that it...

2018 – Move or Stay Put?

Retirement and aging brings many questions to the table. One of the biggest concerns is whether keeping the family home with all the maintenance and upkeep will be the best place for our golden years and whether our healthcare providers will be readily accessible when...

Turning Worry About Money Into Action

Our poll results revealed that you are not alone in your worry about money.  Our last blog focused on how to diminish the risk associated with your worry.  This time we focus on our thought patterns. Some of the worry we all experience are the self-imposed beliefs...

Bull and Bear Tug of War

In our recent poll we asked, “What is the one thing that worries you most about your money and personal finances?”, 25% responded that a market crash and its impact was their biggest concern.  There are a few things we can do to mitigate this concern but the risk of a...