Great Warren Buffet Quotes

Posted on November 17th, 2014 · Posted in Uncategorized

Here are some wise words from one of the best investors of all time. Many of these go beyond business and point to ways to live a good, healthy and fulfilling life. Enjoy!   1. Take time to pull yourself out of the day to day grind and think about..
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Roth IRA Contribution Loophole

Posted on August 18th, 2014 · Posted in orange county financial planner, Uncategorized

Roth IRA Contribution Loophole: Often our high income clients express the great frustration of the lack of retirement options for high income earners. It’s true Congress & the IRS have disallowed deductions for contributions to most plans for high income earners. What is often more frustrating is what Congress &..
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What is a Fee-Only Financial Planner

There are financial advisors and then there are fee-only financial planners. It pays to know the difference when investing your hard earned money. Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their client’s best interest. This is a big deal: “Fiduciary Responsibility” is a..
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Obamacare Tax on Net Investment Income

Posted on July 21st, 2014 · Posted in net investment income tax, obamacare tax, tax planning, taxes

Basics of the Net Investment Income Tax 1. What is the Net Investment Income Tax (NIIT)? The Net Investment Income Tax is imposed by section 1411 of the Internal Revenue Code. The NIIT applies at a rate of 3.8% to certain net investment income of individuals, estates and trusts that..
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The Right Angle to Take When Buying Into Vanguard’s Classic Dividend Strategy

It’s not just an investment for safety; invest in this ETF because it’s value and quality strategies work. A version of this article was published in the November 2013 issue of Morningstar ETFInvestor. While high-yield assets are generally expensive, Vanguard High Dividend Yield Index is a fine holding that avoids gorging on..
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