Tennis Professional Story
Tennis and Financial Planning | A Coach’s Perspective from Patrick Fontana on Vimeo. This is a little tennis professional story. My (Patrick) background was as a tennis pro and I know a lot about tennis. I’ve studied the game and have spent thousands of hours training, competing, travelling the world in pursuit of tennis knowledge. […]
Understanding Social Security Benefits
The decision of when to claim your Social Security benefit can have implications that will both impact the rest of your life and potentially lead to drastic changes in the lifetime benefit you receive.
The Red Dot Talk
This post will overview the ‘Red Dot Talk’ portion of our Finance 101 video series. To view the entire series, click here to see our ‘Finance 101’ page. All of our clients have heard this talk and many of them have heard it several times. This chart is from the JP Morgan Guide to […]
Tax Efficient Solutions for Real Estate Sales
When it comes to the tax code, there are several tax-efficient solutions for real estate sales. Whether or not any of the solutions make sense for you will likely depend on a number of factors including whether the property is a primary residence or another type of real estate, the amount of the capital gain and depreciation recapture you may be subject to, and your plans with the proceeds of the sale.
What is an HSA and Should I Have One?
Health Savings Accounts, or HSA’s for short, offer a rare opportunity to receive triple tax exemption on your investments.
Tax Planning: What is Fee Tilting and Alternate Billing?
For savers who are in the fortunate position of having a healthy or even overfunded retirement account a number of smart tax moves can be utilized to maximize your asset value including Roth conversions, Qualified Charitable Distributions, and the topic of this post – Fee Tilting and Alternate Billing.
Five Ways to Give More Tax Efficiently
While often not the main impetus for one’s giving, the tax benefit’s for charitable contributions shouldn’t be overlooked by the tax-savvy investor. In this piece, we will evaluate five strategies the…
Fitness, Food, and Personal Finance: My Journey with Health and Weight Loss and How it Applies to Your Journey with Money
It was September of 2011 and I tipped the scales, didn’t like what I saw, and decided it was time for a change – 282 pounds. I had decided I wanted to make a change before but I had never actually done anything meaningful about it.
Off to School: Guide to 529 Distributions
If you have a young one either in school or about to head off, you are likely wondering what exactly are qualified 529 distributions that allows the withdrawal to be tax free. This post reviews the in’s an out’s of qualified 529 expenses.
Time Value of Money Explained
Young adults need to learn about money and investing – this story is about the time value of money. There are two people in this story: Joe Early and Joe Everybody. Joe Early starts early – 22 years old and putting away $2,000 per year ($166 per month) for eight years and he stops. A total of $16,000 is all that he put away. And we are giving him a really good investment that does a 12% return per year.
