I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for ten years.
When helping clients with their wealth management needs, Bowers Private Wealth Management takes many extra steps to protect against the many challenges to
I’ve mentioned on a number of occasions how much I enjoy the work I do and that one of my favorite challenges is helping others minimize the tax bill on their
Let’s face it, this is not likely your most favorite time of year for one very important reason; taxes.
Fortunately for you though, there is help out there. I
Want to keep more of what you earn?
It’s that time of year again….the tax man is coming. It just so happens that one of the things that I enjoy most about
In a recent Beyond the Number$, the monthly newsletter provided by Bowers Private Wealth Management, one of the articles discussed couples with different
For me, each year seems to pass more quickly and the amount of distractions seem to increase as more and more technology makes its way into our lives.
I
In my article about Stretch IRA's, I wrote about two key provisions that can allow your beneficiaries to 'stretch' out your IRA, giving your assets the
On November 2, 2015 when President Obama signed into law the Bipartisan Budget Act of 2015 as voted for by our Congress, two Social Security claiming strategies
In a recent edition of the Beyond the Number$ newsletter from Bowers Private Wealth Management, you likely read the article discussing some year-end tax
Clients often ask me for advice on how to help their kids get off to a great start and many of my younger clients ask for guidance about getting their own lives
In a recent series of posts about Inherited IRA's, I wrote about various planning options that one might have when an IRA is passed on to you as the