15 Sep 2014

Where Your Taxes Go

If you pay quarterly taxes, they’re due today! The next payment isn’t until January 15th of next year, but it probably makes sense to start salting away money now so that you’ll have plenty on hand in a few months. If you aren’t sure whether or not you need to pay quarterly taxes, you probably don’t. The quarterly taxes are actually estimated tax payments on income that is not subject… Read More

By David Ott Tags:
10 Jun 2014

Getting Better After-Tax Returns

One of the questions that we get from time to time is why one spouses account is outperforming the other.  It’s kind of a funny question because it reveals some sort of mild competition between a husband and wife, who are presumably on the same team. When there is a discrepancy, it almost always has to do with what type of investment we put in certain accounts. For example, imagine… Read More

By David Ott Tags: ,