Tax shelter not just for the wealthy
The Blackstone Group LP has been pitching an innovative tax shelter to its ultra-wealthy clients. Invest your money with us and never pay any taxes. Blackstone, through its subsidiary, is…
Income planning
Once you are no longer working, you need to determine not only how much income you can afford to spend each year, but also from which accounts you should be…
Reduce taxes by becoming a Florida resident
Florida is one of nine states in the country with zero state income tax; residents of New York, Pennsylvania and Massachusetts incur significant state income taxes and state death taxes.…
Investment portfolios face troubling realities
We have all heard the phrase “past performance is no guarantee of future results.” The average 60/40 stock portfolio has performed quite well since 1982, with an average return of…
Elder abuse
According to the National Council on Aging, more than 10 percent of adults over the age of 60 are victims of elder abuse. Elder abuse can occur in many forms,…
Investor sentiment
Back in 1999, I recall meeting with clients regarding their financial planning. At the time, most people were enjoying stellar returns in their tech-heavy portfolios and they tended to be…
The Stock Market is Eyeing the Upcoming Presidential Election
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