Blog

I’ve become increasingly aware that although I share with you strategies, tips and whatnot every week — it can be difficult to actually act on them, in the evenings for example, when [...]

It seems like every end-of-summer brings a similar refrain, just with different details. These past few weeks, we have been “blessed” with: Iran and nuclear weapons. Greece, the [...]

There was some eye­-opening news recently about student debt. From the WSJ article: http://on.wsj.com/1fEi4eG … … As of July, 6.9 million Americans with student loans hadn’t [...]

We’re almost done with August (!), and the school season is already starting in many areas where we serve our clients. This summer has absolutely FLOWN by — and those of us who pay [...]

There is a bit of a flood of recent tax-related news that I’d normally dispense with in the opening remarks of my Note here … but it’s weighty enough (and possibly could affect [...]

I hope you are doing well. I have some thoughts for you today that may be a little bit of a mental (or emotional) stretch. You see, when I write about financial principles in these Notes that I [...]

A yearend tax strategy for lower income taxpayers. For taxpayers in the 10% and 15% tax brackets (below $36,900 taxable income if single; $73,800 taxable income if married filing a joint return [...]

By Barry C. Picker, CPA/PFS, CFP Question: I hear from some people that I should never borrow money from my 401(k) plan, because the money in the plan ends up being double taxed. Is this [...]

by Barry C. Picker, CPA/PFS, CFP (the following is not to be taken too seriously)First, congratulations to the Baltimore Ravens on their Super Bowl victory.But the important question for those of [...]

by Barry C Picker, CPA/PFS, CFPChutzpah has been defined as the child who kills his parents and then pleads for mercy in Court because he’s an orphan.In a similar vein are the three [...]