by Jon Sevenker | Jun 11, 2019 | P&A Articles, Retirement
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,...
by Jon Sevenker | Jun 6, 2019 | Financial Planning, Investing, P&A Articles, Retirement
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....
by Jim Pittenger | Jun 3, 2019 | Investing, P&A Articles
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...
by Kristin Kliewer | May 8, 2019 | P&A Articles
“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...
by Jim Pittenger | May 6, 2019 | Investing, P&A Articles
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...
by Jon Sevenker | May 6, 2019 | P&A Articles, Rising Success
My Teammates mentee will graduate high school in a few weeks and head off to college in the fall. In our most recent conversation, he used the word “adulting” to describe some of the tasks involved in preparing to fly the coop. Apparently, I’m out of touch because I...
