The year is almost over. Not much time at all to take steps that reduce your taxes. But one last-minute idea to share. An easy trick that can help … [Read more...] about Tax Strategy Tuesday: Start a Pension Plan for Yourself
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Updating your Financial Game Plan for Low Interest Rates and Equity Returns
A couple of times over the last few months, I've read good academic papers about the impact of historically low costs of capital. So, the impact of … [Read more...] about Updating your Financial Game Plan for Low Interest Rates and Equity Returns
Planning for the Warren Wealth Taxes
Normally, we don’t blog about proposed tax legislation. Especially something like Elizabeth Warren’s wealth tax proposals. She hasn’t even won her … [Read more...] about Planning for the Warren Wealth Taxes
Small Business Succession Planning Secrets
I spent last weekend in eastern Montana with a handful of third and fourth generation farmers and ranchers, relatives of my wife. Truly beautiful … [Read more...] about Small Business Succession Planning Secrets
The Millionaire Next Door Business Plan
Last week, after reading the newest book in the “Millionaire Next Door” series, I critiqued the critics. More specifically, I pointed out how the … [Read more...] about The Millionaire Next Door Business Plan
The Retirement Saving Section 199A Deduction Connection
Note: This blog post has not been updated for the Section 199A final regulations that appeared over the 2019 Martin Luther King Jr. holiday weekend … [Read more...] about The Retirement Saving Section 199A Deduction Connection
Retirement Spending and Joint Life Expectancy
Last summer, vacationing in the San Juan Islands, I read the hauntingly beautiful book, The Curve of Time. Written by M. Wylie Blanchet, the book … [Read more...] about Retirement Spending and Joint Life Expectancy
The Average Retirement Savings Return
Buried at the heart of every personal financial plan is a critical percentage: an average retirement savings return estimate. And that leads to … [Read more...] about The Average Retirement Savings Return
Financial Planning for Top One Percent
At first blush, David Splinter’s excellent doctoral dissertation about income variability and its effects on inequality seems to have little to do … [Read more...] about Financial Planning for Top One Percent
Hidden Small Business Pension Plan Costs
A couple of times recently, I’ve gotten into, er, spirited discussions with people about whether some small business pension plan costs too much to … [Read more...] about Hidden Small Business Pension Plan Costs