Preview Mode Links will not work in preview mode

Sep 10, 2021

Believe it or not, 94% of the people in a recent survey say it’s our civic duty – as Americans – to pay our fair share of taxes.  So, I guess the bigger question is – what constitutes “fair share”? Kevin talks a little about your philosophy regarding the use of tax strategies?, It’s a word we hear in the...


Aug 27, 2021

Kiplinger warns that those of us approaching retirement are facing a “perfect storm”:  Low interest rates and high inflation … the combination of which will force us to take on more market risk than we’re comfortable taking.  How do we navigate that perfect storm? The most common retirement fear is running out...


Aug 13, 2021

Kevin talks about article he found about "The Different Types of Personalities out there when if come to Financial Matters." Which type are you? Hear Kevin explain how your personality can impact your finances and your financial decisions!  

 


Jul 30, 2021

We know that President Biden wants to nearly double the capital gains tax rate for anyone who makes a million dollars or more.  Well now, as CNBC’s Robert Frank tells us, the president wants to start collecting that money before you have a chance to do anything to protect it! Assuming that this passes, does that mean...


Jul 16, 2021

Market Watch had an interesting take on tax planning:  They said you shouldn’t change your financial behavior just to avoid taxes.  A good tax planning strategy is one that allows you to keep doing what you want to do … while reducing your tax liabilities, in the process.  Hear Kevin's approach to dealing with the...