Why You Don’t Want a Tax Refund

  • March 28, 2012
  • News

Andrew Russell CFP® was recently quoted at TaxTV.com. See the article below or by using the hyperlink:  www.taxtv.comTaxTV Staff March 28, 2012 As the end of the tax season quickly approaches, numerous commercials advertise how clients receive a $500, $1,000, or…

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San Diego Fee-Only Investment Advisors Merge

  • February 12, 2012
  • News

Joint Release: Dean Consulting and Confidant Wealth Advisory Agree to Combine in 2012.San Diego, CA (PRWEB) February 11, 2012Mary Katherine Dean of Dean Consulting along with Marc Roland and Andrew Russell of Confidant Wealth Advisory have agreed to merge and…

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Higher Taxes Are Coming

  • January 3, 2012
  • News

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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NAPFA Advisor Practice Profile

  • January 3, 2012
  • News

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.

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