Category: Advice
Written by Advisor Dashboard
Clients look to us to help them save money and accumulate wealth. As long as they take our advice, we're pretty good at that. But what happens when they reach the point of having plenty? 
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Category: Advice
Written by Advisor Dashboard
I've been asked some puzzling questions during my career. Most of these fall into a category that I call "goal or financial decision." Once, when I volunteered for a financial planning hotline, I was asked if it was better financially to buy a house or have a baby! I was flabbergasted. My inner voice wanted to answer, "If you're asking that question, you should never have kids." I opted for the professional response, saying "It all depends on your personal goals and...
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Category: Advice
Written by Advisor Dashboard
I've written about the "evils of annuities" before. What is amazing to me is that annuity-pushers are still ripping people off and getting away with it! Here's a case in point. A friend of mine emailed me that her parents were talked into buying an annuity. They were invited to a "free" steak dinner by a "financial planner" to listen to an "educational" presentation. (The quotation marks are intentional. The sentence should read: They were enticed into...
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Category: Advice
Written by Advisor Dashboard
The media seems to cover income tax issues on an ongoing basis. Many advisors are not CPAs, so explaining concepts to clients can be quite challenging at times.  One of the most controversial topics centers on “regressive” vs. “progressive” tax structures.  So what do these terms mean? Understanding the definitions are important to forming an opinion about how to create a “fair” tax system.  
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Category: Advice
Written by Advisor Dashboard
The good news for UHNWIs residing in Maryland is that the longer they live, the wealthier their heirs will be. The bad news is that if they die within the next four years, their heirs may have to pay state estate taxes.    On May 15, 2014, Governor Martin O'Malley signed into law a bipartisan bill "recoupling" Maryland state and federal estate taxes over the course of the next five years.
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