Zigg Drops By, Reminding Us to Stay “On Guard”… A Few Funny Quotes from Break
Zigg Returns to Remind us to Sell High and Buy Low
Category General Financial Planning
Roll Those “NUA’s” Carefully From Your 401k into an IRA or You Might Forfeit a Dramatic Tax Benefit
NUA's, Net Unrealized Appreciation strategies and examples
Question of the Week, Including a Personal Story…. “How Frequently Should I Review My Will?”
Our question of the week, this week, comes from our field of dream clients again (that’s you guys), but is also part of our regular repertoire of questions we ask when meeting new clients. This weeks answer comes with a slight twist due to…
Favorite Question of the Week from the Field; Zigg Still on Vacation
With our friend Zigg still on his island and his friends intent on staying for a while, we decided to shift gears and discuss our favorite question of the week. This week’s question derives its origin from several conversations we have had…
How We Are Navigating This Manic Stock Market In Two Easy Steps
Given the headlines and the market movement of late, we have been complimented frequently on our calm demeanor, to which we thank everyone, but wanted to highlight our secret. In an effort to attempt to always keep things simple, we have found…
A Two Day Blasting of Meetings With Over 40 Public Company Managers
Over the next 48 hours, a twelve-hour run today, and an eight hour run tomorrow, I will have the opportunity to visit, in person, with over 40 publicly traded managers (CEO and CFO’s) from across the country. A wonderful by-product…
401k Fund Exchange Season Reminder
As the end of the year approaches many 401k providers will replace, adjust, and redo various investment options of their company plans. Please keep us in the loop, as occasionally these changes are dramatic (auto directed transfers) or offer something new we…
Attention Executors and Trustees, Another Tax Deadline Nears
As the end of 2011 draws near, another year winds down. From the IRS’s standpoint, if you are an Executor or Trustee of an Estate or Financial entity, it can be their last time to visit if you complete your duties by…
5 Positives This Week, With A Personal Lead Off!
As we posted last week’s positives we felt the crowd beginning to take up residence on our Zig side, while the Zaggers were losing their footing. In the time it takes to snap your fingers, crowds once again left our side and took residence on…
Dad’s Legacy to Be Sold – A Proper Estate Planning Primer
With the death of Kal Zeff, a multifamily Denver, Colorado, real estate magnet, the story of his heirs beginning to liquidate his properties may seem sad at first, but we think it is worth a closer look, as there are many…