Fixed Income and Tax Savings for Retirement
Fixed Income for Retirement After working for decades as a pediatrician in a small rural town, Patricia was ready to retire. Patricia: I bought some stock a number of years ago and overall this was a good investment for me. However, I was uncertain about leaving my...“Fall” into Tax Savings for next year!
With fall in the air, it’s time to start thinking about things that need to be done to prepare for winter. The garden harvests are rolling in, fresh vegetables are everywhere and it’s really, really great. Time to fill up your oil tanks before the price change, and...
Tax Doctor
- The Tax Clock Is TickingWe are nearing the October filing deadline, so all the crying is almost over for last year’s tax return submissions. We’ve blogged throughout the summer on various topics, but now you’re down to a few weeks to effectively do 90% of what can be done to affect your current year tax liability. Only a few things can […]
- It’s the End of the Road for Tax ProcrastinatorsThis last wave of tax filers are quite often the most productive people in our economy. Many are business owners, some with more than one business, or at least in some ways just have a lot going on, which means they usually add and not subtract from the tax base. That said, if your taxes […]
- Don’t Let Your Stockbroker Off the Hook When it Comes to Tax PlanningDon’t let your stockbroker off the hook when it comes to tax planning. Many people work with brokers when they buy and sell stocks. Many people now, because of the internet, also have become their own stockbrokers, doing their own research and trading on various platforms. Whether you use a professional or do your trades yourself, you […]