Tax Warrior Chronicles

Guest Blog - Weatherproofing Your Financial Portfolio for Market Volatility

Posted on Thu, Feb 20, 2020

Over the last several months, the dreaded “R” word has crept into the news. There are economists and analysts who are on both sides of the fence on whether a recession or market correction is coming soon. To help our clients and subscribers, we’ve asked our friend, Robb Parlanti, CFA, a 30-year market veteran and financial advisor at BLBB Advisors, to shed some light on the situation. In Q&A form, here are Robb’s thoughts…

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Tax Impact of Divorce

Posted on Thu, Dec 05, 2019

By: Stefanie Ostrich, CPA


Divorce brings many changes to the lives of families.  It can also bring a number of financial planning opportunities.  All should be discussed with both your tax professional and attorney and addressed in your divorce agreement. Today, we’ll discuss a few tax-specific topics to include in those crucial conversations.

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Millennial Series: Part IV - 3 Reasons Why Young Adults Should Consider Life Insurance

Posted on Thu, Aug 17, 2017

By: Michael Delgado


Today, you are young, energetic, healthy and full of life.  Life insurance is not one of the foremost things on your mind. However, as our guest author Michael Delgado of Northwestern Mutual explains, the death benefit is not the only reason to purchase life insurance. Often considered as part of a holistic financial plan for you and your family, it can be a life saver, while you are still alive.

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2013 D&S Tax & Financial Planning Guide Now Available!

Posted on Mon, Oct 01, 2012

Every year, the Tax Warriors make their Tax & Financial Planning Guide available on-line or in paper copy for our clients and friends.  This year our Tax Warrior Chronicles blog readers get the benefit as well!

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2012 Year End Tax Planning: Capital Gains and Losses

Posted on Mon, Sep 10, 2012

Today we continue our exploration of year-end tax planning moves that may help reduce your exposure to higher post-2012 taxes. As our 2012 Year-End Tax Planning series continues over the next few months we will provide recommendations for specific steps that you can take now in order to reduce or avoid exposure to the 3.8% surtax, as well as possibly higher tax rates on capital gains and dividend income starting in 2013. 

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Retirement Planning - How to Access Your Social Security Statement

Posted on Thu, May 03, 2012

Last year Social Security suspended the mailing of the annual benefit estimate Statements due to Federal budget considerations. Recently they resumed sending the Statement, but only to people who are age 60 and older and who are not yet on benefits; people younger than 60 will not have a Statement mailed to them, but can now access the information on-line.

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