Clear & Concise Financial Advice

The Chart below contains: 2022 Tax Brackets, Tax Rates, Thresholds and Phase outs, Retirement Plan Contribution Limits, Social Security limits, […]

After a one year delay, the new Uniform Lifetime Table became effective on January 1st, 2022.  This means IRA (and […]

Volatility is one of the most underappreciated aspects of investing. Everyone likes to focus on rates of returns, but the […]

The most common mistake among investors of all ages is not matching the right type of investment to their intended […]

Many people feel good about giving money to charities.  They also like to get the corresponding tax deduction.  Unfortunately, fewer […]

I have been reading a few books lately about steps that wealthy families can take so that their kids do […]

The road to riches for many key employees and executives is paved with equity compensation. Today’s article is going to […]

At approximately 5:15 a.m. last Sunday, my wife Angela was driving our daughters, Gracie (13) and Maya (12) to horseback […]

Stock options were all the rage during the dot com boom of the late 1990s. Equity compensation is still booming, […]