by Joe Clark | Mar 14, 2019 | Tax Planning
In business they say, things that are measured do well, and things that are measured and reported do tremendously better. Sadly, most taxpayers skip to the reporting and never do the measuring! You have to pay your taxes and you have to do tax reporting. Tax planning...
by Joe Clark | Feb 28, 2019 | Blog, Investments, Your Life After Work
Life goes by quickly. The tax code is fluid, and there are only so many hours in a day. A lack of time can tempt people to reduce their investment decisions to the lowest common element. But be wary of falling into silo thinking or compartmentalizing information....
by Joe Clark | Jan 31, 2019 | Blog, Investments, Your Life After Work
Individual Retirement Accounts (IRA’s) seem so simple, but the rules can be deceptively complex. Add to that complexity the word “Roth,” and now things get very interesting. Critical to know is that the rules for an IRA and a Roth IRA are noticeably different. This...
by Joe Clark | Jan 25, 2019 | Blog
By: Joe Clark, CFP There are differences between icons and legends. Icons are poster-children for something and legends something be it a feeling, process or product. Warren Buffet is an icon of value investing but didn’t invent the concept. The Lone Ranger invoked a...
by Joe Clark | Nov 18, 2018 | Blog
This is a letter of apology and explanation. Loudly proclaimed and often stated, I have boldly said I hate the Internal Revenue Service. The reality is I love our country and the benefits it provides including being able to make statements about the core funding...
