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Yachting Capital

February 21, 2012
Tax time is best time to make a financial plan

All the forms you are gathering for your taxes are the same ones you’ll need for you own financial plan.

January 9, 2012
Procrastination can force quick decisions

A further definition of procrastination should include an additional component: what we do when we are not sure how to proceed.

November 30, 2011
Strategy can decrease liability, maximize savings

The uncertainty of what the American tax liability will be in the future (much less when we retire) makes it difficult for many of us to plan. One way to mitigate some tax liability is with a conversion of your IRA.

November 4, 2011
Market drops and rises; continue with long-term goals

This article focuses on investors who, for whatever reason, need a big deduction on this year’s income taxes.

September 30, 2011
Billboards offer several investment opportunities

This type of investment can offer an attractive quarterly dividend along with a bonus return after five years when the program is sold institutionally and ends.

September 13, 2011
Elections affect investments, taxes and more

Pay attention to these topics in the next election cycle, as they will likely affect your investment strategies: federal debt, energy policy, dividends tax, capital gains tax, estate tax, health care costs, federal flat tax, social security, Medicare and immigration.

August 21, 2011
Insurance lets you plan for things you can't plan for

Life insurance should be a part of contingency planning should something happen to you unexpectedly. 

July 22, 2011
Debt and deficit impact investing

You hear a lot on these topics in the news but few people know the meaning of these words.

June 16, 2011
Fund your retirement before your kid's college

For college, there are funding options: loans, grants, scholarships. You don’t have these options when it comes to retirement.

May 11, 2011
Expect market changes to avoid acting in haste

Many investors sell when the market is low because of fear it will go lower. Others keep their investment after it has grown hoping it will go higher. Consider market fluctuations as a friend rather than an enemy.