Taxes

Seek Coaching When Exceptional Outcomes Matter

By Ralph Bender, MBA, CFP®

Training for a marathon, like funding a Retirement Plan, is about both quantity and quality. My recent marathon training included very little quality work. I ran about 50 miles a week for the first three or four months of the year, but rarely did any “hard” workouts....

Congress gets it act(s) together

By Ralph Bender, MBA, CFP®

In the recently passed Bipartisan Budget Act of 2015, Congress did some things that could be considered game-changers. Here’s a few of them that I think could be significant to my constituents (it’s a political year, and I couldn’t resist the word choice). For the...

The Lasting Impact of 9/11

By Ralph Bender, MBA, CFP®

Ever since that horrific day in 2001, nearly 14 years ago, we have seen an increase in the use of the calendar to create and enhance awareness of our pet projects or concerns. Star Wars fans adopted May 4th, as in “May the fourth be with you!” Not to be...

Guide To A Less Taxing Life After Chevron

By Ralph Bender, MBA, CFP®

A way to get an income tax reduction on shares of Chevron stock inside your Stock Savings and ESOP plans exists. It’s written right into the Internal Revenue Code…

Items of Interest for the New Year

By Enduring Wealth Advisors

IRS 1099 Mailing Deadline February 18, 2014! In 2009, Section 6045(b) of the Internal Revenue Code extended the deadline to furnish 1099 Consolidated Reporting statements from January 31 to February 15. Since February 15, 2014 will fall on a Saturday, the IRS has...

Announcing: Fiscal Fitness Webinar Series

By Enduring Wealth Advisors

Enduring Wealth Advisors®, Ralph Bender’s office of LPL Financial, announces the first in a series of quarterly “online town hall meetings.” Pulling resources from our partners throughout the investment management industry, these events will provide guests with a...