Financial Planning Perspectives

20 Aug 2015 No Comments

How To Do A Backdoor Roth IRA Contribution “Safely”

Since the income limits on Roth conversions were removed in 2010, higher-income individuals who are not eligible to make a Roth IRA contribution have been able to make an indirect […]

20 Aug 2015 No Comments

The Family Cottage: “Uncapping” and the LLC

Over the past 30+ years, families have used limited liability companies (LLCs) as a vehicle through which to accomplish their objectives for the family cottage. Through the use of a […]

20 Aug 2015 No Comments

Avoid Drowning in Debt: Why Boat Sharing May Be the Best Option for You

I want a boat. No, it’s more than that – I need a boat! Now, my wife reminds me that with a house, the last remnants of law school loans, […]

20 Aug 2015 No Comments

Social Security and Government Employees: Part 1

An advisor who can provide good retirement planning information to government employees can be of enormous value, particularly when it comes to Social Security.  The truth is that very few […]

2 Jun 2010 No Comments

Maintaining Your Credit Score

Maintaining Your Credit Score