Latest Articles

#TBT Realize Some Capital Gains Each Year To Keep Taxes Low
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There are at least four different capital gains tax rates. This 2017 article has how to minimize your tax owed at each one.

Q&A: What is a Diversified Alternative to an Individual Bond Ladder?
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A stability allocation has two purposes: to meet withdrawal needs and to move the portfolio more conservative (less risky) by dampening the volatility of stock returns.

Financial Planning for Success and Significance in Retirement (LIFE007)
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The class will be held March 19 through April 2, 2020 each Thursday from 11:00 AM to 12:30 PM at Homewood Suites in the Albemarle Room.

How to Acquire Prepaid Schwab Cashiering Envelopes
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Unfortunately, you must order cashiering envelopes directly from a Schwab agent. Here’s how you do it.

#TBT How Do You Value a Gift of Stock for Taxes?
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This straightforward article about how to value your charitable gifts of appreciated stock may help you in preparing your tax return this year.

The Price of Listening to Dire Predictions
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We do not try to time the markets and instead we believe it is always a good time to have a balanced portfolio.

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