Want to keep more of what you earn?
It’s that time of year again….the tax man is coming. It just so happens that one of the things that I enjoy most
In a recent Beyond the Number$, the monthly newsletter provided by Bowers Private Wealth Management, one of the articles discussed couples with different
For me, each year seems to pass more quickly and the amount of distractions seem to increase as more and more technology makes its way into our lives.
In my article about Stretch IRA's, I wrote about two key provisions that can allow your beneficiaries to 'stretch' out your IRA, giving your assets the
On November 2, 2015 when President Obama signed into law the Bipartisan Budget Act of 2015 as voted for by our Congress, two Social Security claiming strategies
In a recent edition of the Beyond the Number$ newsletter from Bowers Private Wealth Management, you likely read the article discussing some year-end tax
Clients often ask me for advice on how to help their kids get off to a great start and many of my younger clients ask for guidance about getting their own lives
In a recent series of posts about Inherited IRA's, I wrote about various planning options that one might have when an IRA is passed on to you as the
Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial
Minimizing Taxes of Highly Appreciated Assets
If the value of your stocks, bonds, or other capital investments has increased substantially, steps that can be
Planned Charitable Giving
Standard donations or "checkbook giving" to charities or favorite causes are often tax deductible, but planned charitable giving