Our Blog: The Bishop’s Piece

Four Year-End Tax Tips

With the end of the year fast approaching, let’s remember that we still have time to save on taxes. Even though Washington D.C. is fighting it out to see what our future tax code will look like, we know the rules today and we can take steps now to help us for tomorrow. Here are […]

The Magic of Tax Planning

While people like to focus on what “hot” stock to purchase or the next “get rich” investing scheme, we like to focus on the tried and true principles of financial planning, and a BIG one is tax planning. Let’s start with a concept called Asset Location, which the Vanguard Group study “Putting a Value on […]