Say “No” to the Tax on Chocolates
There’s nothing sweet about paying taxes you don’t have to pay.
Seven Concerns & Fears About Retirement -J. Barry Watts, Tax & Retirement Strategist
The panacea that many have worked toward turns out not to be all lazy morning coffee and 10:00 a.m. tee times followed by libation on the 19th hole for today’s retirees. They are concerned, and that concern erodes their confidence in the future of their retirement and their ability to enjoy what were supposed to be the golden years.
“400 Cigar Chomping Fat Cats Aren’t Enough Anymore” -J. Barry Watts
They don’t just take a shoebox full of receipts to their accountant on April 14 and say, “What do I owe?” No, these very smart people plan and plan and plan — to ensure they keep every last penny possible. It works for them, and it can work for you. So call us to take advantage of opportunities still remaining in 2016, and let’s see what we can do for you!
Weekly Market Commentary – July 11, 2016
When the yield on 10-year Treasuries finished last week at 1.37 percent, a record closing low, Barron’s called it a Kübler-Ross rally. Elizabeth Kübler-Ross was a Swiss psychiatrist whose research identified the five stages of grief: denial, anger, bargaining,...Weekly Market Commentary – June 27, 2016
Britain’s exit from the EU will have an impact on retirement plans in the U.S.