Financial Planning

Home equity hassle

May 4, 2018

A key component of the TCJA is the expansion of the standard deduction. The numbers for 2018 are $24,000 (married couples filing…read more

Regard Roth conversions carefully

April 25, 2018

The article “Rethinking Retirement Contributions” explains why the new TCJA devalues putting money into traditional tax-deferred plans and favors Roth versions. Does…read more

Know your true tax rate

April 18, 2018

Patience is prudent The Tax Cuts and Jobs Act (TCJA) of 2017, passed at year end, has been called the most extensive…read more

Weighing the risks of bond funds

April 10, 2018

Most portfolio allocations call for a mix of stocks (equities) and bonds (fixed income). Theunderlying theory is that stocks may deliver substantial…read more