I saw a particularly disturbing case of portfolio tax inefficiency this year and I wanted to write about it. Tax inefficiency is typically a slow-moving train, costing it’s victims thousands, or tens of thousands, over the lifetime of the tax…
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I got blind-sided by my tax bill my first year out of the Navy. I wasn’t nearly as knowledgeable about taxes then as I am now, but I stayed on top of things. At least, I thought I did. Then…
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Your friend goes to Las Vegas, and when he returns he can’t wait to tell you the story of how he won $5,000. This catches your attention. Winning $5,000 is a better result than most people get in Las Vegas.…
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At the risk of exposing just how deeply my nerdism runs, I am going to share this little story from my youth because I think it will help me make an important point. When I was 12 or 13 I…
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We see far too many financial plans that have not survived the test of time. The clients met with their previous ‘planner’ for an hour or two and then a week later received their ‘plan’. Usually a beautiful document, full…
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He Took Care of Everything – But Now He’s Gone Tom adored Becky. She was at the center of his new life. His best life. They met when his post-military career was really starting to take off. Twelve years younger,…
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