Tax Checklist

Did you know that tax planning and strategy implementation needs to occur prior to December 31st? Most tax strategies are only available during the tax year so don’t wait!

This tax checklist covers the important tax items that you need to collect and strategies you might want to implement before the year-end – updated with the new rules from the … Read more

Alan ClopineAlan Clopine

Trump Retirement Security Executive Order: Small Business Opportunities and Concerns

Jeffrey Levine (Forbes/Kitces.com/BluePrint Wealth Alliance) explains the retirement security opportunities and concerns presented by Donald Trump’s executive order on Multiple Employer Retirement Plans and required minimum distributions. Jeff also tells us how the IRS is throwing salt in the state and local tax deduction limit wound. Plus, will contributing to your retirement account lower your taxes and let you Read more

Guest:  Jeffrey Levine Jeffrey Levine

Podcast #187

Why Do You Need to Understand Financial Markets?

Marc Levinson, author of The Economist Guide to Financial Markets: Why They Exist and How They Work explains how understanding financial markets can help you make fewer investing mistakes and improve everything from your home to your job to your portfolio. Plus, what does Tax Reform 2.0 have in store for us? What to do with a few extra bucks … Read more

Guest:  Marc Levinson Marc Levinson

Podcast #180

50 Or Older? Don’t Skip These 5 Key Retirement Questions

7 Steps to Retire in 10 Years, 5 Key Retirement Questions You Need To Answer When You’re 50 Or Older, 10 Frequently Asked IRA Questions, and some questions answered, like, “The estate is in probate and the accounts are frozen, now what?” and “Where should you invest any extra money you have left over each month?” (Oh, and Joe and Read more

Podcast #177

How to Rock Retirement With The Retirement Answer Man

The Retirement Answer Man, Roger Whitney, CFP® talks about his book, Rock Retirement: A Simple Guide to Help You Take Control and be More Optimistic About the Future. Plus, in some states, you may be able to pay your state taxes as a charitable donation and get a tax deduction, but you might want to be careful with that. Read more

Guest:  Roger Whitney Roger Whitney

Podcast #175

Will Cryptocurrencies Disrupt Real Estate Investing?

Cryptocurrencies have taken investing into risky, adventurous new territory over the past few years, and now a new blockchain-based real estate investing platform wants a place in your portfolio. Learn more about it and about Sam Ball, the young investor and Twitter influencer promoting it. Plus, how not to screw up your Roth conversion and legal ways to get tax-free Read more

Guest:  Sam Ball Sam Ball

Podcast #174

Jonathan Clements on The Secret to Defeating Ingrained Financial Failure Instincts

Jonathan Clements (HumbleDollar.com, former Wall Street Journal columnist) talks about how to get from here to financial happiness and success, defeating the instinctual urges ingrained in us by our hunter-gatherer ancestors – urges that often lead to financial failure. Plus, it’s graduation time, should you give the grad in your life the gift of a Roth IRA? Listen Read more

Guest:  Jonathan Clements Jonathan Clements

Podcast #171
Should I start investing

Should I Be Investing?

A very common question many people ask is, “What should I be investing? What should I be saving and putting into a money market account or a CD?” It depends on your goals, your time horizon, and tolerance for risk.

Transcription:

So the question of the day is, Should I be investing?”

And the answer is No.

All right, obviously … Read more

10 Tax Efficiency Tips You Should Know

We have a brand-new Federal income tax law which commenced on January 1, 2018, called the “Tax Cuts and Jobs Act of 2017”. If you’re trying to figure out how to minimize your tax liability given this new tax law, you’re not alone. To give you a head start, here are 10 tax efficiency strategies to pay less in taxes; … Read more

Alan ClopineAlan Clopine