Author: Paul

Lawmakers killed this tax strategy for the wealthy. Here’s a workaround Greg Iacurci, CNBC, 02.03.2020 Estate attorneys are hard atContinue Reading

Inflation: Time For A Reality Check Guggenheim Investments Macroeconomic & Investment Research Group, 03.16.2021 Will we get high inflation soonContinue Reading

Social Security’s Funding Crisis Has Arrived Gary Shilling, Advisor Perspectives, 07.14.20 If you’re part of the Gen-X generation don’t lookContinue Reading

Ignoring This Conventional Advice Could Save You on Taxes in Retirement Neal Templin, Barron’s, 07.12.2021 Getting money into a taxContinue Reading

Op-ed: Here are year-end planning tips for employees getting equity compensation Daniel Zajac, CNBC, 10.19.2020 Given the extreme stock marketContinue Reading