Facing large RMDs from your IRA?

Facing large RMDs from your IRA?

Oftentimes, we taxpayers focus too much on saving on taxes today, which can thrust us into higher tax brackets down the road.  The best way to optimize taxes over the long run might be to accelerate taxes in the short run. If you’re approaching 70.5 years of age,...
Quick lube financial advice

Quick lube financial advice

It’s been over a decade since I took my vehicle to one of those national quick lube franchises for an oil change.  Here’s how I remember my experience.  I arrived a minute before they opened.  Through the garage doors, I could see several guys talking and laughing....
Why own Equities?

Why own Equities?

The next several months, we will take a trip down Memory Lane by sharing articles—actually, white papers—authored by Pitt.  Next up is “Why own Equities?,” which went to print in November 2001.  Even though this paper is almost 18 years old, you will notice some...
You can’t snooze your baby

You can’t snooze your baby

“Have a child,” they said, “…it will be so joyous and magical.” Well, they weren’t wrong. Becoming a first time parent has been joyous and magical…and overwhelming and has made me feel like I have absolutely no clue what I’m doing, and what exactly did I just sign up...
Why Do I Like Par Bonds?

Why Do I Like Par Bonds?

The next several months, we will take a trip down Memory Lane by sharing articles—actually, white papers—authored by Pitt.  Next up is “Why Do I Like Par Bonds?,” which went to print in March 1989.  Even though this paper is 30 years old, you will notice some...

Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.

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