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...
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...
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...
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...
WE THOUGHT YOU MIGHT FIND THE INFORMATION JACK BOGLE (FOUNDER OF VANGUARD) SHARED DURING A RECENT BLOOMBERG INTERVIEW TO BE INTERESTING. HE IS FASCINATING AS EVER AT AGE 87! INTERESTING TO NOTE THAT ADDIS & HILL’S INVESTMENT PHILOSOPHY AND RISE OF INDEXING HAS...
