When You No Longer Understand Your Tax Return Changes in income, savings, and even general life situations, like whether you rent or own your home, can have an impact on your tax return. And as life goes on, and the tax rules change, many taxpayers reach a point where they no longer understand their tax… read more
Barron’s Names Frank to Top 1,200 Again
March 14, 2018
Posted in: In the News
In Barron’s March 12, 2018 issue they ran their annual list of America’s Top 1,200 Advisors and Frank Moore made the list again. The list ranks advisors by state and Frank jumped from #28 in 2017 to #18 in the 2018 ranking. He was, once again, the only advisor from Washtenaw County to make the… read more
Donor Advised Funds
March 13, 2018
Posted in: Charitable Giving, Estate Planning, Financial Planning
In our January blog post, “New Tax Strategies” we outlined how taxpayers can bunch their deductions into a tax year in order to get enough deductions to itemize. Donor advised funds will become an important vehicle to implement these strategies for many people that are charitably inclined. Most people opt to do their charitable giving… read more
Frank Named Top Advisor by Forbes
February 28, 2018
Posted in: In the News
Frank Moore, our founder and Chief Investment Officer, was recently named by another national publication as one of the top financial advisors in the country. Forbes did their first Best-in-State Wealth Advisors ranking of financial advisors and Frank was ranked #10 in Michigan, the only advisor on the list from Washtenaw County. The ranking was… read more
New Tax Strategies
February 14, 2018
Posted in: Financial Planning, Taxes
The new tax laws that took effect on January 1 are the most significant changes in over 30 years. While most Americans are beginning to enjoy the tax cuts with an increase in their net paychecks, there are opportunities to enhance your tax savings with some new strategies. Itemized Deductions One of the most significant… read more
John Owens Earns EA Tax Designation
January 21, 2018
Posted in: Vintage News
John Owens earned the tax designation, Enrolled Agent (EA) after passing three exams last year. The designation is offered by the IRS and it allows him to represent taxpayers before the IRS. The exams covered Individual Taxation, Business Taxation, and Representation and Practice before the IRS. John will need to complete at least 72 hours… read more
New Year’s Resolutions for Your 401(k)
January 14, 2018
Posted in: Fee Only, Financial Planning, Investments, Retirement Planning, Taxes
Happy New Year, especially for your 401(k)! Year-end 401(k) and other retirement plan statements are now coming out and there’s reason for excitement: the Dow Jones Industrial Average, S&P 500 and Nasdaq Composite all posted excellent returns in 2017. Even the international markets, which have lagged the last few years, participated in the rally. So… read more
Ann Arbor Area Scam Alert
December 15, 2017
Posted in: Financial Planning, Vintage News
The Washtenaw County Sheriff’s Department put out this alert yesterday: The Washtenaw County Sheriff’s Office has been made aware of a scam in our area that may sound as if it is official Washtenaw County Sheriff’s Office business. The scammer will call and leave a message for the victim, telling them that they have missed jury… read more
Health Savings Accounts (HSAs)
November 13, 2017
Posted in: Financial Planning
Health Savings Accounts Health Savings Accounts (HSA) were approved by Congress in 2003, became law in 2004, and have grown in popularity over the last few years. HSAs are only available if you are covered by an HSA-qualified high-deductible health plan, but they are very tax-efficient if available and appropriate for you. As open enrollment… read more
Stock Market High
October 9, 2017
Posted in: Financial Planning, Investments
Let’s get in a time machine and go back to ten years ago today, October 9th, 2007, the day the Dow Jones Industrials Average hit its pre-financial crisis high. You arrive to a world where there are no iPads, no Tesla electric cars and George Bush is president. Facebook has only been open to non-college… read more