Tag Archive for: taxes

7 attributes of an ideal investment
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7 Attributes Of An Ideal Investment

In my last blog post, I discussed the pre-requisite of finding an ideal investment.  Namely, you as the investor need to be ideal.  What I mean is you need a sound financial education. Without the right kind of financial education, you…
Ideal Investor to Ideal Investment
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Quit Trying To Find The Ideal Investment & Become The Ideal Investor

I am often asked by clients and even in casual conversations with people at sporting events, airports or in social gatherings; "How does one find the ideal investment?"  I am going to share in this post what I normally share with those…
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Taxes and You

I chuckled as I read the following clip on a Facebook post: I used to work at Walmart as a cashier. During tax free weekend, the place was a mad house. The lines were long and the customers were non-stop. That being said, I can say that at…
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Pensions on Target to Fall of Fiscal Cliff

The pensions in the United States, United Kingdom, Japan, The Netherlands, Canada,  Australia, China and India will have a projected unfunded liability of $428 Trillion dollars by 2050.  That figure does not, and I repeat does NOT include…
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America’s Budget Nightmare

Twice a year, the Congressional Budget Office issues a report or rather  updates its annual “Budget and Economic Outlook.” This report projects the nation’s fiscal conditions for the next 10 years based on current laws. The most recent…
tax bag 401k
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Your 401k Has Been Taxed 50% & You Didn’t Even Know It

Imagine you hear a politician proposing an immediate 50% tax on the income from your 401k? The proposal stipulated that tax has to be paid now, regardless of where you are in the retirement process. What would be your response? Once you…

Feeling Blessed

By Craig Floyd Since it is Memorial Day soon, I just have to say “Thank you” to the thousands of Americans who have died or placed themselves in harm’s way defending my freedom. To those men and women and their courageous families,…
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Almost All Returns In S&P Since 2009 From Buybacks?

by Jason I. Henderson, Ph.D. How much of what you we hear in mainstream media is simply misleading at best or simply not true?  I have felt this way about reports on the economy for a very long time.  What am I, probably to most people…
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Spending more on Health Care vs. Social Security

"We the people" is often used when we talk about liberty and justice for all.  It is not a phrase used very often when we talk about things that are not so noble, such as spending.  When we talk about spending, we use "the government" as if…