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Fiscal Cliff

Why We Plan – Election, Year End, and 2017
Date: October 5, 2016
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We thought we would take a moment in the midst of all the election noise to review where we are today, what you should expect between now and the end of the year, and what to expect from 2017 and beyond. First, let’s talk about where each of you are today and how you are […]

Fiscal Cliff?
Date: December 27, 2012
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Due to recent events, we decided to temporarily delay the conclusion of our three-part series on long-term optimism.  Rest assured that our optimism has not wavered.  We do at this time, however, feel compelled to add a couple of thoughts relating to our nation’s current fiscal issues.   You’ve got to hand it to the […]

We are Optimistic (Part I)
Date: November 30, 2012
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The election is over and, based on recent news, it appears that it may be politics as usual in Washington.  In our last Why We Plan, we touched upon our expectations for the short-term (click here to read that piece). Despite the potential for additional near-term dysfunction as we deal with our fiscal issues, we […]

Let the Congressional Sausage Making Begin!
Date: November 9, 2012
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The election is finally over!   Regardless of whether you are celebrating or mourning Tuesday’s outcome, there is one concern that nearly everyone shares: what does the election mean for my financial plan?   Longer term, history tells us to be optimistic.  In fact, we are putting the final touches on a piece discussing our long-term optimism. In […]

Tax Gain Harvesting?
Date: September 7, 2012
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While the hype may very well prove to be accurate, there are simple steps that can be taken to avert the issue altogether.  However, that is a topic for another day.  Today, we are going to focus on one aspect of the “cliff” and discuss how you might prepare for it.  As many people know, the […]