Chris Rock once remarked, “You don’t pay taxes, they take taxes.”¹ That applies not only to income, but also to capital gains. Capital gains result when an individual sells an investment for an amount greater than his [...]
The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of [...]
Every year, about 140 million households file their federal tax returns.¹ For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer [...]
Tip: Refund Stats. The average refund during 2017 was about $2,860. Source: Internal Revenue Service, 2018 The Internal Revenue Service estimates that taxpayers and businesses spend 8.1 billion hours a year complying with tax-filing requirements. To put this [...]
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision is better than no decision at all.”¹ Investment inaction is played out [...]
Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.¹ How to Assess the Value of an Estate 1. Select the date of calculation. Because values [...]
Of those aged 65 and older, 10 to 20 percent have mild cognitive impairment. In addition, women have a 1 in 6 chance — and men have a 1 in 11 chance — of developing Alzheimer’s during the remainder of [...]
On January 3rd 2019, Craig Bolanos was featured in Debbie Carlson’s 8 Questions to Ask During Volatile Markets article appearing in U.S. News & World Report. On slide three he advises people with formalized investment plans to [...]
High-net-worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply equally to them as with any other investor, but the affluent investor needs to be mindful of [...]
