Why It’s Okay to Spend More in Inflationary Periods
“Everything screams inflation,” the Wall Street Journal wrote last summer. Indeed. By the end of 2021, inflation—the year-over-year change in consumer prices as measured by…
Doug knows that saving today goes hand in hand with planning for tomorrow—whether it’s insurance, college tuition, or retirement spending. He specializes in tax planning and Roth conversions and has been a featured speaker for the Portland Entrepreneurs’ Organization.
“Everything screams inflation,” the Wall Street Journal wrote last summer. Indeed. By the end of 2021, inflation—the year-over-year change in consumer prices as measured by…
The proposed Build Back Better Act is jam-packed with a number of significant impacts on tax rates, Roth IRA strategies, and common estate planning techniques, including gifts to trusts. While the legislation has not yet been finalized, taxpayers may wish to consider their options.
If you’re considering a move to Washington State, go for the views of Mount Rainier or the Olympics—but think twice if you’re relocating to avoid taxes on capital gains.
While low mortgage rates may be alluring, some quick math can help whether refinancing your mortgage can be a smart money move.
If your income falls within certain brackets, you can potentially save thousands on annual Medicare costs by keeping an eye on your adjusted gross income. Here’s how.
Most active investment managers don’t achieve their main objective—delivering higher returns than market averages. In fact, roughly 90% of US, international, and emerging market mutual funds underperformed their respective benchmarks over the past 15 years. But that doesn’t stop investors from trying.