We’re the translators of financial mumbo jumbo.

Let’s say that you’re an owner of a small business and that you want to take advantage of any tax benefits possible. Let’s also say that you like to get the team together a few times a year — to...

“The estate tax is only for the rich.” Yeah, right. What if I told you that you were rich! Many Americans are surprised when they add up their assets. Combine retirement accounts, real estate,...

As if navigating the retirement investing landscape wasn’t complicated enough, planning for your children’s college costs can seem even more challenging. Unlike your retirement, which may seem like...

You know that old story – “Warren Buffett pays a lower tax rate than his secretary!” Is it true? Let’s take a look. He might – if he is paying taxes via long-term capital gains and his secretary is...

Long-term investing has tremendous rewards for diligent savers. You can contribute to tax-advantaged accounts little by little through your working years, then come out looking like a hero on...