Category Archives: Uncategorized

Tax Time

With the recent tax law changes it is going to be a great idea for everyone to do a mid-year tax projection as there are big changes, especially for people living in Blue States.  From what I understand the personal exemption is gone and the State and Local Tax deduction is capped at $10,000 per…

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Articles from my sister Chris…

My sister Chris periodically sends me articles from newspapers that she thinks might be germane to me and/or my audience.  I’ve started to post links to these articles on my blog (and told her I was doing so!). She recently sent me two different articles.  One titled “Frugal When They Don’t Have to Be” and…

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4% Rule – Sustainable Portfolio Withdrawal Rates

My associate Jeff Bloch forwarded me an article from US News and World Report that discusses the 4% withdrawal rule that has long dominated retirement income planning.  I have long discussed with my clients the idea of using a 4-6% portfolio withdrawal rate as being indefinitely sustainable if used with a well-diversified portfolio.  Over the…

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Things that my sister Chris has sent me..

I have two sisters, both older, and a younger brother. Bekki is the oldest then Chris, then me, and finally my brother Tyler.  My sister Chris has subscriptions to the New York Times and the USA Today and often she’ll clip an article and send it to me for my information.  They are often very…

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Fraud and You

When you get anything via email, mail, or phone calls regarding your banking, investments, personal information, etc. DO NOT click links, disclose details, or otherwise communicate with the entity on the other end.  If it is a person, take a name and number, tell them that you’ll call them back, hang up the phone, go…

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