Advisor Tax Tips

Dealing with Capital Gains at Year End

Non-qualified accounts can be a frustrating experience for clients trying to invest and defer taxes. In this video we will discuss some ways to think about long term capital gains at year end. We will discuss: Why you would decide to take long term capital...

Roth Conversions

Does it make sense to pay taxes now in order to avoid them in retirement? It depends. In this video, we will discuss the reasons why a Roth conversion may or may not make sense. To do this right you need to consider: Saving Money and/or Additional FlexibilityPresent...

Year End Bonus

Some of your clients may be receiving year end bonuses this year and hopefully have decided to save at least part of it. In this video, we are going to look at a common question of shoring up an emergency fund vs investing for the long term and discuss an approach...

Capital Gains Tax Trap

Long term capital gains offer lower tax rates but can inadvertently cost some middle income...

Marketing Your Tax and Retirement Planning Skills

Today we are going to talk about marketing. You may be like many other advisors that are very good at planning and get a number of referrals from existing clients but you never really learned how to market effectively especially in our modern digital world.

Trust but Verify

Trust but Verify

Here’s a news flash. Workers at the Social Security Administration sometimes make mistakes. It turns out that Social Security is actually pretty complex and even they have a hard time understanding all of the rules. Today I want to discuss a client situation that occurred recently with an SSN advisor.

Explaining Your Planning Process

Explaining Your Planning Process

You probably do great work on very complex client situations but the materials that prospective clients use to evaluate you may be so generic that they are almost worthless.

Is Social Security Going Bankrupt?

Is Social Security Going Bankrupt?

You are likely dealing with prospects and clients regularly who believe Social Security is going to run out of money. Unfortunately, your clients may end up making rash decisions that can affect them for the rest of their lives.