Posts Tagged: Assets

Taxes & the Hidden Alpha

taxes
I am of the opinion that every wealth management firm should have someone with a strong tax background – very strong!  Like having a CPA or Masters of Science in Taxation (MST). Why is tax expertise so important?  Our client work is quite fluid and virtually every action we take has tax conse...
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Property Tax Bill Made Easy for Orange County Residents

house property
A few weeks ago, Evelyn and I attended an event with the Orange County Treasurer: Shari Freidenrich, CPA. Shari shared four great tools created to help Orange County residents keep track and pay their property tax bills online. We thought that you might find them useful. 1. Sign up for a Property...
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Location, Location, Location! How Asset Placement Can Save You Taxes

Taxes
Asset Placement is a popular discussion among financial planners (we’re a nerdy bunch). Asset Placement is determining what type of account (IRA, Roth IRA, trust, etc.) should hold what type of investment (bonds, US stocks, foreign stocks, real estate, etc.). If you ignore asset placement and you ...
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Fundamentals of Financial Awareness

Do you ever feel like you don’t really know exactly where you stand financially? Are you spending too much? Are you saving enough? Are you even moving in the right direction? Every adult should have a basic awareness of their financial position. Two of the best tools to start with are a net ...
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Understanding Your Social Security Benefits; Changes April 2016

Recently, enjoying a dinner out with good friends, I learned my girlfriend’s husband was about to turn 66.  I tried to focus on the fabulous dinner, but honestly, I was thinking, “What are your plans for claiming Social Security benefits?”  A financial planner plans in so many environment...
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A Little Irish Inspiration – Living Simply and Happily

“May the road rise to meet you…” and other pearls of wisdom inspired by St. Patrick’s Day. Green beer, corned beef, and the traditional Irish blessing that starts “May the road rise to meet you…” receive varying degrees of attention and contemplation—depending on your proclivities...
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How to know when you have enough

gold
Kurt Vonnegut related this story about fellow author Joseph Heller. The two were at a billionaire’s party on Shelter Island. Vonnegut asked Heller how it made him feel that the host may have made more money in one day than Catch-22 (Heller’s most famous work) did in its entire run. Heller replie...
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