Category: Tax Management

25 Apr

The world of wealth management can be shrouded in mystery, with industry insiders holding the keys to the secret of financial success. ...

25 Apr

Good planning is required for your financial journey. It’s unlikely to be smooth without unexpected events requiring a change in plans....

06 Oct

Arthur Godfrey once said, “I’m proud to pay taxes in the United States, but I’d be just as proud for half the money.” Early in our c...

26 Sep

Choosing the right financial advisor is a serious decision, with major ramifications. You have a dizzying array of options, fee st...

11 Aug

Understanding mandatory retirement account withdrawals. Provided by Zachary H. Armstrong, CFA, CPA If you are ap...

06 Apr

Why are they made again and again? Provided by Zachary H Armstrong, CFA Much is out there about the classic finan...

22 Jun

In this age of marriage equality, there are new possibilities. Provided by Zachary H. Armstrong, CFA The 2015 Obergefell v. H...

12 Apr

A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Provided by Zachary H Armstrong, CFA ...