Tax Planning Paralysis, Is The Wait Over?
All year long, we and other advisors, have talked about the uncertainty of the tax law. Consensus among experts and the general public...
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Laura West
When doing your own taxes makes sense... and when it does not
People often ask me whether they should do their own taxes or hire a tax professional. I am a big believer in the do-it-yourselfer...
Laura West
Is Your Company Retirement Plan Working For You?
Among sponsors of 401(k) plans, overall satisfaction with retirement plans is down 30% to 40%, according to the recent 401kExchange 2009...
Laura West
Why your marginal tax rate is important
All too often, taxpayers focus on only whether they get a refund or have to make a payment on April 15th. However, at this point there...
Laura West
Financial Planning Matters During Tough Times
Why enlist the services of a financial planner when your holdings are down or you’re facing financial problems? Because as dark as times...
Laura West
Financial ever after
Wedding season is underway and newlyweds are vowing to have and to hold from this day forward. While many couples have talked about...
Laura West
Graduation gift ideas
Cap and gown season is right around the corner, and for grandparents hoping to do something nice for their grandkids and something...
Laura West
Giving thanks for tax breaks
Are you shying away from making essential financial decisions in the midst of the current economic uncertainty? Although there has been...
Laura West
Health Savings Account
A Health Savings Account (HSA) is a great way to reduce your taxes now and save for medical expenses later in life. While the HSA is...
Laura West
How much do I need to retire?
The most frequent question I receive from clients is how much do they need to save for retirement. The answer is more complex than...
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