Tax Advice Santa Rosa – REASSESSING RETIREMENT ASSUMPTIONS

May 2nd, 2013 → 4:20 pm @ // No Comments

What makes financial sense for some baby boomers may not make sense for you. There is no “typical” retirement. Many baby boomers want one and believe that they will have one, and their futures may indeed unfold as planned. For others, the story will be different. Just as there is no routine retirement, there are […]

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Tax Advice Santa Rosa – REASSESSING RETIREMENT ASSUMPTIONS

May 2nd, 2013 → 4:20 pm @ // No Comments

What makes financial sense for some baby boomers may not make sense for you. There is no “typical” retirement. Many baby boomers want one and believe that they will have one, and their futures may indeed unfold as planned. For others, the story will be different. Just as there is no routine retirement, there are […]

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Tax Advice Santa Rosa – THE TREASURY PLAN TO ISSUE FLOATING RATE NOTES

April 18th, 2013 → 3:56 pm @ // No Comments

What are FRNs, and why is the government moving to offer them? Floating rate notes are nothing new – Fannie Mae and Freddie Mac have issued them for years, along with foreign banks and some corporations. What is new is the U.S. Treasury’s move to offer these bonds. It plans to do so by Q1 […]

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Tax Advice Santa Rosa – THE TREASURY PLAN TO ISSUE FLOATING RATE NOTES

April 18th, 2013 → 3:56 pm @ // No Comments

What are FRNs, and why is the government moving to offer them? Floating rate notes are nothing new – Fannie Mae and Freddie Mac have issued them for years, along with foreign banks and some corporations. What is new is the U.S. Treasury’s move to offer these bonds. It plans to do so by Q1 […]

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Tax Advice Santa Rosa – WHAT DOES THE DOW’S RECORD HIGH REALLY MEAN?

March 14th, 2013 → 4:19 pm @ // No Comments

Does it signal anything more than bullish sentiment? Next stop, 15,000? As the Dow Jones Industrial Average settled at a new all-time high of 14,253.77 on March 5, the psychological lift on Wall Street was undeniable – the market was finally back to where it was in 2007. Or was it? For many Americans, the […]

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Tax Advice Santa Rosa – ATRA’S RETIREMENT & ESTATE PLANNING IMPACT

February 20th, 2013 → 6:36 pm @ // No Comments

What changes did the fiscal cliff deal put into play starting in 2013? The American Taxpayer Relief Act of 2012 brought major changes to federal tax law, and it profoundly impacted retirement and estate planning. Here is an overview of seven big changes particularly relevant to retirees and/or those approaching retirement age. Federal income tax […]

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