Archives for January 2013

“I tried paying my income taxes with a smile; however, they wanted cash.”

Warning, I’m about to share my observations about how your hard earned savings and the US tax code interact. At the very mention of the word “tax” I need to state up, front that I am not a licensed tax professional and you shouldn’t take any of the following to be tax advice. Please, get your tax advice from a licensed tax professional. My … [Read more...]

Why I Love Permanent Life Insurance as Part of My Portfolio

In this month’s “Mark’s Corner”, I posted an article about the interaction of taxes and retirement savings. I pointed out the benefits of saving in either a tax deferred or tax free environment. I also pointed out that the government places all kinds of limits on the amount one can contribute. It seems like strange public policy to incent citizens … [Read more...]