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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