I talked with two clients this week about the pros/cons of funding purchases. I wrote about a similar topic a little while ago (the decision to finance or pay cash here). This time, the questions center more around what type of account to pull cash from – a pre-tax retirement account or a non-retirement/brokerage account. […]

I talked with a client last week about something he had overheard in a social situation. He thought it had to do with the need to live in a home for a certain number of years to avoid taxation upon sale – but he wasn’t sure of the specifics. This comment surely dealt with the […]

Santa isn’t the only one who should be reviewing a list this time of year! I’ve been working thru a year-end financial checklist for myself and my clients the past several weeks and thought it may be helpful to share some of the key items. (Note: as always, be sure to consult your advisors to […]