by Joe Clark | Mar 19, 2019 | Blog, Investments, Tax Planning, Your Life After Work
King Solomon famously wrote, “It is the little foxes that spoil the vine.” In a secular moment, he might have written: “it is the little assets that spoil the estate plan.” More often than not, with careful examination, we uncover forgotten assets in a family’s...
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...
