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Is Airbnb a Source of Tax-Free Income for Property Owners? It Depends.

The rising popularity of online home sharing sites such as Airbnb, Homeaway and FlipKey have made vacations and other out-of-town trips more affordable than ever for travelers. If your home-town is hosting a major concert, sporting event or world leader’s visit like the Pope’s recent stop in Philadelphia, owners can rent out their residences at […]

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Pre-Medicare Retirees – What Are Your Health Insurance Options?

Over my career, I’ve worked with many clients who were fortunate enough to retire before the age of 65.  While most people have the goal of early retirement, actually achieving it can also present its share of problems.  In the past, most workers had some type of Retiree Medical program sponsored by their employer which […]

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The Vacation Home Primer – 7 Key Considerations Before you Pull the Trigger

Key Takeaways: Purchases of vacation homes have spiked over the past few years. Before purchasing your getaway home, consider whether you plan on using it for yourself or for renting. When considering a purchase, account for extra expenses such as insurance, taxes, utilities, furnishings and upkeep before taking the plunge. It’s summer time. So if […]

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Retiring and Relocating, 4 Key Considerations

You have had enough! One too many meetings. One too many stupid bosses, and one too many young whipper-snappers trying to steal your job. You pick up your gold watch (they don’t really do that anymore do they?), attend your retirement party and now what?

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Why Stock Market Forecasting is Usually Worthless

Even after all these years, the debate over “active” versus “passive” management continues to be a hot button issue in the financial services industry. The idea of stock market forecasting (i.e. market timing) is a concept on which conventional wisdom is based. This belief also just happens to be supported by several powerful industries (Wall Street and the financial media) worth trillions of dollars.

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Why Does Active Investing Flourish?

Earlier this month, I had the opportunity to run an educational workshop at the SPA/AAP Pediatric Anesthesiology 2015 Meeting. The workshop was entitled “Evidence-Based Investing and Financial Planning.” We covered the 12 most important insights about evidence-based investing and how those insights can be applied to a rational financial planning process. Evidence-Based Investing is the […]

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My Mother is a Fantastic Teacher

She is retired now but for years she taught critical thinking in the classroom and at the dinner table to my brother, sister and me. Most importantly, she taught us to ask questions. I am thankful that she did. Good questions, it turns out, are a core component of good research. Good research is at […]

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