Month: January 2015

Retirement, Income, Tax & Estate Planning.

A Few Notes From Peter

I spent three days in Orlando at the end of last week.  Not a bad place to be in the winter.  It’s no wonder I have so many clients that are snowbirds.  I returned in time for the blizzard of a lifetime…that never came.  Oh well…no complaints here. The conference in Orlando was both educational…
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January 29, 2015 0

A Time Of Celebration

I’m writing this on Tuesday morning, as we recover from our client Open House that we held on Monday.  The bad, icy weather came on Sunday instead of Monday, meaning more and more people were able to come.  All told, we have 135 people, though it felt like a lot more.  Around 4:30 it felt like…
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January 20, 2015 0

Is This The Beginning Of The Much-Anticipated Bear Market?

With the market gyrations over the past month, the big question is simply this: are we looking at the beginning of a bear market, or is this nothing more than a minor blip as markets continue their path up?  While I’m optimistic that the market has another year or two to run, really…who knows? This…
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January 14, 2015 0

Still Need To Make An IRA Contribution For 2014? Read This!

Although 2014 will quickly become a distant memory, the IRS has a way of making the old year linger on until at least April 15th.  Here’s a quick overview of IRA and Roth contributions that can still be taken for 2014. Are you still working and did you have income from wages last year?  If so, you (and…
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January 7, 2015 0