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  • Fiscal Cliff or Cliff Clavin

    January 3, 2013
    I used to watch Cheers religiously. Norm always stuck out for his one-liners about life, but Cliff Clavin was even funnier to me as the bar know-it-all. Cliff constantly talked about how he was the Renaissance man, but the more he talked, the less he knew. In some ways, the ...
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  • the-real-cost-of-christmas

    The True Cost of Christmas: Financial Planning Tips for the Holidays

    December 17, 2012
    I have fun memories of my small-business-owner father who used to give chocolates to all of his customers for Christmas. If we were lucky, he always had a few extra boxes that he would bring home. I would always turn the chocolates upside down and push them in from the ...
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  • best-gift-you-can-receive

    Eight Books for Holiday Gift Giving: From Finance to Inspiration

    November 27, 2012
    I have gotten to the point at holiday time where I enjoy the time with family and food; opening presents is much less of an attraction. Yet if I am pressed for an idea outside of a gift card, I still think the gift of knowledge is the best gift ...
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  • 5 Changes to Retirement Savings for 2013

    November 27, 2012
    Out of the blue last weekend, my son asked, “What is a 401(k) plan?” I explained that a 401(k) allows me to save for retirement, since one day my children will be out of the house and not interested in helping dad with living expenses the way dad helped them. ...
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  • Roth IRA Tax Conversions

    Tax Moves: Year-End Roth IRA Conversions

    November 20, 2012
    A few weeks ago, I wrote about the pending expiration of the Bush-era tax cuts, which will increase tax rates across the board. In that blog I pointed out that one consideration we all have prior to the end of this year is whether we should accelerate income (or alternatively, ...
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  • Estate Planning Couple

    What You Need to Know About Estate Taxes, Post-Election

    October 22, 2012
    Now that the election is over, it is time to sift through the tea leaves and look for opportunities, including estate tax planning opportunities. Many people are focused on saving enough to enjoy retirement. But a second goal, or maybe even reward, is having money left over to leave a ...
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  • rising_capital_gains_taxes

    Four Capital Gains Tax Planning Tips Yoda Would Love

    October 22, 2012
    It may be hard to believe, but I think Star Wars offers an important lesson about capital gains tax planning. Star Wars was my favorite movie from my childhood, and one of the first I remember seeing in a theater. To a young boy, saving the galaxy like unlikely hero ...
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