Everything In Its Right Place

Friday, April 12th, 2019 By: Peter Vander Ploeg, CFP®

STOP!!!!  Before you stack up all the papers strewn over your kitchen table from doing your taxes, let me try to help.  Have you ever thought there has to be a better way?  I consider myself a fairly organized person, yet I still misplace papers, store records incorrectly, and lose track of things.  Everyone’s financial […] More ›


Using ETFs To Save On Your Taxes

Friday, March 22nd, 2019 By: Kevin Shuller, CFA®

Tax season approaches. Mutual Fund investors are making unpleasant realizations. Most lost money in 2018, yet they must pay taxes.   Why did this happen?  Mutual funds are companies. When you invest in a mutual fund, you are buying shares in a company whose sole way of making money is investing in other securities.   All companies pay taxes when they make money. Mutual funds are no different. When they […] More ›


Taxes – One of Two Things Certain In Life

Friday, March 8th, 2019 By: Peter Vander Ploeg, CFP®

Taxes. It’s one of the two things that are certain in life, according to Benjamin Franklin. He would know. As a founding father, he signed the United States Constitution that established taxing power in the very first Article! Benjamin Franklin died as an old man, but the tax system has lived on now for over […] More ›


Talking Taxes

Friday, September 29th, 2017

This week, President Trump and GOP leaders released a proposal for tax reform which would reduce tax rates on businesses and many individuals, kicking off a major legislative push to overhaul the nation’s tax code. More ›


Tax-Saving Tips for Procrastinators

Tuesday, March 24th, 2015

In keeping with the season, here are a few last-minute tax-saving tools. First, and perhaps most obviously, it is not too late to make a Traditional IRA contribution for the 2014 tax year. The contribution, which for most taxpayers is capped at $5,500 ($6,500 for those 50 and over), can be made any time prior […] More ›


Six Strategies for Generating Greater After-Tax Returns

Tuesday, January 20th, 2015

Here are six strategies to help investors preserve their hard-earned investment gains and prevent them from being whittled away by taxes: Hold Appreciating Assets in Taxable Accounts and Higher Yielding Assets in Retirement Accounts By holding assets with the greatest expected capital appreciation potential (e.g. stocks) in a taxable account, investors defer paying tax on […] More ›