Monthly Archives: September 2016

What you can learn from a tax return

With all of the hubbub surrounding a certain presidential candidate’s unreleased tax returns, I thought it would be fun to talk about what you can really learn from a 1040. Most financial planners will agree that reviewing a client’s tax return gives tremendous insight into their financial life.  So here’s a quick rundown. Income, and […]

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3Q 2016 Markets In Review

Market Overview It’s almost hard to remember that a little more than 3 months ago we were all on the edge of our seats with much hand-wringing over the potential fallout of Great Britain voting to leave the EU. But, as these things tend to do, the apparent crisis faded away as the initial over-reaction […]

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Do the work

I was chatting with a client recently and we got a little sidetracked (as I have a tendency to do) talking about hobbies and fitness. My client (we’ll call him Jim, because that’s his name) had started swimming recreationally at the beginning of the year. After a career of working too hard and raising a […]

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