About six weeks ago as I write this, the big news was the sharp decline in world markets, including the …
2006 1099 Corrections
LPL 1099’s for non-retirement type accounts will be mailed by February 15th. LPL Financial (LPL) receives tax reporting information from …
2006 Year-end Tax Planning
Recent legislation has modestly reshaped the tax landscape for 2006. New tax credits, AMT exemption amounts, charitable giving provisions, and …
The Tax Relief and Health Care Act of 2006
The Tax Relief and Health Care Act of 2006 was signed into law by President Bush on on December 20th, …
Medicare Premium Changes
Next year, most seniors will see their monthly Medicare Part B premiums rise to $93.50, an increase of approximately 5.6 …
The Value of a Long Term Perspective: Thinking in Decades Not Years
“Our favorite holding period is forever.” Warren Buffet One of the core beliefs I hold in advising you and my …