One of our favorite investors is Benjamin Graham (1894-1976). Ben was a Columbia University professor and lifelong friend, and teacher of Warren Buffett. After college, Warren worked for two years at Ben Graham’s firm, Graham-Newman. Warren’s son is even named “Howard Graham Buffett.” Ben is … [Read more...]
Windward Passages: Six Ideas From A World-Famous Investor
Too Good To Be True Tax Planning
Author: Darrell R. Tierney CFP® CPA PFS Let’s talk about one of the best Federal income tax benefits available. Most tax benefits are symmetrical. If your account contributions are deductible (i.e. a traditional IRA), your account distributions are taxable. Similarly, if your contributions are … [Read more...]
Mutual Funds vs. ETFs: What’s the difference?
Mutual Funds and ETFs are very similar in some regards, and different in others. The purpose of this article is not to discuss the technical nuisances that distinguish the two investment vehicles. That topic would likely bore you to tears and is not very useful for most individual investors! … [Read more...]
Does Divorce Affect My Social Security Benefits?
Author: Emily Tierney Getting a divorce is a major life change that has an effect on many different areas in a person’s life. Social Security may not be the first thing that comes to mind when thinking through the ramifications of divorce, but divorce does affect Social Security benefits. How does … [Read more...]
What is the right time to begin receiving Social Security benefits?
Author: Emily Tierney Deciding when to start receiving Social Security benefits is a big decision! You can start receiving Social Security retirement benefits as young as age 62 and as late as age 70. If you start receiving Social Security benefits before your full retirement age, your benefit is … [Read more...]