For the successful solo business person with no employees, but maybe a spouse, choosing the best option for retirement savings is important. You want to be able to set aside the greatest amount with the options that are important to you. People in this category are often consultants or solo professional practitioners of some sort. […]
Read ArticleBrokers vs. Fiduciaries
This is from a competitor but we just love this video and how it explains what we do. We’re dietitians.
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About 15 states and the District of Columbia impose an inheritance or estate tax. The tax rates range from a few percent to 19 percent in Washington State. As the typical state exemption rate is much lower than the current federal exemption (it’s only $1 million in New York and Maryland), the middle class is […]
Read ArticleNewsletter- Second Quarter 2014
Home is Where the Heart Is – and Your Tax Bill
It’s common today for people to cross state lines to go to work, to temporarily relocate to another state for work or medical treatment, or to have a second or even a third home. Unfortunately, what’s not uncommon is for all of these states to simultaneously lay claim to your income tax dollars. Residency and […]
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Christopher Van Slyke is quoted in MainStreet this week: “Best Investments for Retirement”
Read ArticleLGBT Planning Isn’t Only About the Couple
The U.S. Supreme Court struck down the Defense of Marriage Act (DOMA), which was a federal law that sought to exclude same-sex couples from the definition of spouse. But last year, the United States Supreme Court in U.S. v. Windsor, struck the exclusion, holding it to be unconstitutional. But I’m Not Gay Many people may […]
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Christopher Van Slyke is quoted in Reuters. “When clients want to make wild bets, send them to Vegas”
Read ArticleChoosing a Professional Financial Advisor
By Christopher Van Slyke Working with a professional financial advisor can be key to achieving your goals for the future, but it can also derail your plans—if you’re not working with the right person. There’s no one-size-fits-all recipe for choosing an advisor, but there’s some important due diligence you should undertake before making a decision. […]
Read ArticleShould You Dump Your Family’s Trust
Many revocable trusts contain by-pass planning. This type of plan captures the assets owned by, in whole or part, a deceased spouse in a trust for the survivor instead of simply giving the survivor the assets outright. One primary purpose of this type of planning is to preserve the federal and tax exemptions that would […]
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