by Don Nalls, CFP® | Dec 19, 2014 | Investing, Personal Finance, Retirement
Taxpayers in 2014 don’t have to worry about a lot of tax surprises. The American Taxpayer Relief Act of 2012 enacted on Jan. 2, 2013, made many existing tax laws permanent and extended other provisions through 2013. But even in the most stable tax and political...
by Don Nalls, CFP® | Dec 12, 2014 | Investing, Personal Finance, Retirement
Key Points These tax tips for 2014 address key areas of your financial life: portfolio planning, retirement, education planning and charitable giving. It never hurts to consult with a tax professional about your unique tax situation. Be aware of changes to cost-basis...
by Don Nalls, CFP® | Dec 5, 2014 | Business, Investing, Personal Finance, Retirement, Small Business, Wealth Management
When most of us imagine retirement, our minds wander to what we’ll get to do then that we don’t have enough time for now. If we’re lucky, we can push the uncertainty of our investment performance and future health out of our minds and picture all the fun we’ll have....
by Don Nalls, CFP® | Nov 27, 2014 | Investing, Personal Finance, Retirement, Wealth Management
Procrastinators beware: Tax planning isn’t just something you have to deal with at the end of the year and then again in April. While it’s tempting to pay your taxes and forget about them until next year, a mid-year review can ensure you aren’t overpaying Uncle Sam....
by Don Nalls, CFP® | Nov 14, 2014 | Investing, Personal Finance, Retirement, Wealth Management
John and Nancy James, both 70 years old, put an offer on a place last winter in Palm Desert, Calif. The idea was to play golf and relax in the sun when it was too cold at their main home in Bend, Ore. Soon after, a trip to Texas threw their classic retirement plan for...