Hello, I'm John.

The better you get to know your clients, the more effective an advisor you can be. That’s why I consider my clients to also be my friends. This relationship enables me to understand their financial objectives in a better context and makes me a more effective advisor.

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Summertime Checkup

Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year.

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IRA Withdrawals That Escape the 10% Tax Penalty

The reason withdrawals from a traditional Individual Retirement Account (IRA) prior to age 59½ are generally subject to a 10% tax penalty is that policymakers wanted to create a disincentive to us... read more

Five Most Overlooked Tax Deductions

Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let... read more

Donating Art: Taxation Abstraction

The varied reasons to donate art include a personal affinity for a museum, the desire to create a legacy, and the tax consideration that may come with the donation.

The tax rules surrounding... read more

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