Join Our Email List | Contact US
          
 727-233-1951, Florida   
 410-878-2999, Maryland

Blog


Ways to Avoid Paying Capital Gains Tax

by admin on September 20, 2017

Here is a webinar where I talk about the ways to avoid paying capital gains tax. “Occasionally, there is a nugget in the tax code that can help you avoid paying tax. It is rare, but with planning, you can avoid paying tax on capital gains if you manage your taxable income. This is a [...]

{ 0 comments }

Discussing Last-Minute Ways to Cut Your Tax Bill

by Kirk Kinder on January 6, 2017

Here is a webinar where I talk about last-minute ways to cut your tax bill. Last-minute tax planning might seem like something you do in February, March or April — but it should jump to the top of your list in December. By the time you’re filing, it’s too late to maximize your tax savings. [...]

{ 0 comments }

How Our Brain Causes Money and Political Mistakes

November 14, 2016

Here is a webinar where I talk about “What if we discovered that we were hard wired to make money mistakes. The field of behavioral economics show us that humans are programmed to make mistakes. Further, what if these same behaviors applied to politics.” About Picket Fence Financial: Picket Fence Financial is a fee-only, NAPFA [...]

Read the full article →

Ten Reasons for Estate Planning

November 14, 2016

This month, we interviewed Mariela D’Alessio, an estate planning attorney out of Towson, Maryland. Mariela discusses the “Ten Reasons for Estate Planning.” We find that estate planning is often an overlooked part of the financial planning process, and that is unfortunate. It is a critical component to a plan as it affects loved ones, your [...]

Read the full article →

Discussing How to Escape Low-Yield Bank Savings Options

September 26, 2016

Here is a webinar where I talk about how to escape low-yield bank savings options. There’s no doubt that the returns you can find on cash holdings these days are less than attractive. Traditional bank savings vehicles — such as checking accounts, savings accounts, money market deposit accounts and certificates of deposit — often yield [...]

Read the full article →

Discussing How to Escape the Paycheck to Paycheck Grind

August 14, 2016

Here is a webinar where I talk about how to get off the paycheck to paycheck hamster wheel and start to take control of your spending and financial life. It doesn’t take massive action. It takes many small steps that add into miles over time. About Picket Fence Financial: Picket Fence Financial is a fee-only, [...]

Read the full article →

Discussing One Person Defined Benefit Plan

August 14, 2016

Here is a webinar where I discuss about how a defined benefit plan can benefit small business owners, independent contractors, consultants, and specialists. It is a unique strategy that saves thousands in taxes and allows folks to build their retirement savings faster than the usual defined contribution plans. About Picket Fence Financial: Picket Fence Financial [...]

Read the full article →

Discussing Why We are in this Mess II

June 16, 2016

Here is a webinar where I talk about the recent market volatility and what may lie in store for the markets for the rest of the year. About Picket Fence Financial: Picket Fence Financial is a fee-only, NAPFA registered financial planning firm dedicated to saving folks from Wall Street. Picket Fence Financial feels people have [...]

Read the full article →

Discussing Reason for Economic Funk

April 15, 2016

Here is a webinar where I talk about the reason why we seem to be in an economic funk with subpar growth. This is the first in a series that examines the issues plaguing the economy. About Picket Fence Financial: Picket Fence Financial is a fee-only, NAPFA registered financial planning firm dedicated to saving folks [...]

Read the full article →

Discussing Tax Time Scams

March 31, 2016

Here is a webinar where I talk about the recent tax scams that are taking place in the area and how to avoid them. About Picket Fence Financial: Picket Fence Financial is a fee-only, NAPFA registered financial planning firm dedicated to saving folks from Wall Street. Picket Fence Financial feels people have been poorly served [...]

Read the full article →