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Alan Newcomb’s Useful Financial Benchmarks For Mid-Life

Well, we’re getting ready to see what Congress is going to do in the final session before the new members are sworn in (called the “lame duck” session). And while I was exercising recently, I was thinking: Isn’t it interesting how decisions made by a few hundred men and women in a distant building actually […]

Alan Newcomb Reveals The Billionaire’s 4 Keys to Success

Well, after the midterm election results have settled for a while, I promised I would pipe in with my thoughts about what this means for tax policy moving forward. Here they are: … Yes, you read that right. Despite what may seem like a fundamental shift in the makeup of Congress (the Republicans taking over […]

Alan Newcomb’s 6 Steps to Estate Planning Done Right

This is mid-term elections week, and as is my practice, I’m putting this post together on Monday morning, so we don’t yet know the results. I’m sure I’ll have a comment or two once the dust settles from that, though. Regardless of the make-up of Congress, however, what *is* probable is that the legislators will […]

Alan Newcomb Discloses The Starting Point For Tax Planning

Last week, I wrote to you that we would be giving some attention to “tax planning”. If you’re not entirely familiar with the term, it’s the process by which you make moves NOW (before year-end) that can pay off in significant savings by the time we actually fill out your tax returns for you in […]