03 Jan 12

Higher Taxes Are Coming

Your taxes are going up. The 3.8-percent surtax on investment income, when combined with the expirations of the Bush-era tax cuts will move the highest marginal federal tax rate from 35 percent to 43.4 percent. The 3.8-percent surtax starts in 2013, and it only…

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03 Jan 12

NAPFA Advisor Practice Profile

Mary Dean is proud to say that she became interested in “Fee-Only” investment advice long before the term turned into a household word. “It seemed like a win-win combination—a proconsumer livelihood of unbiased investment advice,” says Dean, owner of Dean Consulting & Associates in San Diego. That…

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