How Behavioral Finance Impacts Personal Investing
Financial planning can be intimidating, but personal financial planning is more like a puzzle you have to work out. That’s because traditional finance assumes that markets are rational and that…
Volume 9 Issue 1
Tax Considerations When Delaying Social Security
The timing of when you take your Social Security can have a potentially significant impact on your overall tax strategy during retirement. While each person’s case is unique, delaying Social…
Noteworthy Tax Changes for the New Year
The tax extender bill has passed and been signed by the president, giving individuals and businesses resolution on many items that were set to expire. Unlike earlier tax extender bills,…