by Brian Stallcop | Jun 9, 2021 | Financial Planning
As a young adult in the 1980s, I was interested in investing and wanted to become a millionaire. This was pre-Internet so I scoured Money magazine, called the 800 numbers listed in the ads and set up several mutual fund accounts. In the 1990s I had a little more money...
by Brian Stallcop | Apr 20, 2021 | Financial Planning, Taxes
Tax Arbitrage in Your Sixties Your sixties are the very best time to defuse the tax time-bomb ticking away in your IRAs and 401(k)s. If you’re like many of our clients, you’ve diligently contributed to your IRA, 401(k) or other qualified retirement account for years....
by Brian Stallcop | Apr 15, 2021 | Financial Planning
Using Your Net Worth to Keep Score Your net worth is a simple but important calculation – it’s everything you own, minus everything you owe. Your net worth (or balance sheet) is a snapshot in time. Your net worth today might be a little more or less than your net...
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