One favorite guest re-post deserves another. This next one originally arrived just in time for Halloween. Authored by Larry Annello (shortly before our two firms merged into SageBroadview), the witching season went well with the theme of the then-new, potential 3.8% Medicare surtax on portions of an investor’s income. At least for the foreseeable future, the Medicare surtax remains alive and well. Fail to plan for it in any given tax...

It’s official. Last week, my days as a legal guardian came to an end when my younger son Devon celebrated his 18th birthday.   Any parent can relate to my need for some extra oxygen just to share this news, let alone believe it myself. It’s also hard to accept that it’s been 19 months since my eldest son already reached adulthood. At the time, I used the milestone to remind...

My son Dominic has been a Junior Firefighter for over a year and a half now, but he moves to Volunteer Firefighter status on his 18th birthday – today! Have you ever wondered what it takes to be a fire fighter? Check out the program Dominic attended last summer to pass his Fire Fighter 1 level. No pun intended, but isn’t this cool? As we celebrate Dominic’s 18th birthday it also...

Your favorite sweatshirt. An unfinished paperback. That doggy bag left on the table. Small losses when they go missing, but don’t you just hate that sinking feeling when you realize they’re gone? As our financial holdings accumulate and our memories diminish, we can lose track of our money that way, too: A pension plan from several jobs ago, the IRA from a former spouse, age-old bank accounts never closed. It gets...