About stevesharp

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So far stevesharp has created 27 blog entries.


Happy!!!   The IRS publishes hundreds of reports every year, covering all sorts of topics. You'll find routine statistical summaries, like the always-popular "Number of Individual Income Tax Returns, Income, Exemptions and Deductions, Tax, and Average Tax." You'll find page-turners worthy of a Tom Clancy thriller, like last summer's "Actions Can Be Taken to Better [...]

By | 2017-01-19T09:00:34+00:00 January 19th, 2017|Tax Laws|0 Comments

The Pessimistic Bull Market

The Pessimistic Bull Market   Happy New Year to you! We're 6 days in and awaiting the first 'big' snow event. Ok...maybe some of us are awaiting the snow...and the rest of us are dreading it. I found this graphic in my recent readings and wanted to share it because it's a great example of [...]

By | 2017-01-06T09:00:37+00:00 January 6th, 2017|Investment Management|0 Comments

Christmas Tax Breaks for Christmas Trees

Christmas Tax Breaks for Christmas Trees   'Tis the season to be jolly, and how jolly could we be without Christmas trees on display? For some of us it's the classic Pinus Sylvestris, or scotch pine. For others it's the soft-needled Abies fraserie, or Fraser fir. Still more make do with the store-bought plasticus annualensis, [...]

By | 2016-12-27T09:00:35+00:00 December 27th, 2016|Tax Planning|0 Comments

The Money Talk With Your Parents (or Children)

The Money Talk With Your Parents (or Children)   Guess how many people between the ages of 50 and 80 think that one day they won’t be able to manage their day-to-day finances? Nine percent. And how many of them have watched friends or family lose that ability? Sixty percent. This alarming conflict is reflected [...]

By | 2016-12-22T09:00:34+00:00 December 22nd, 2016|Retirement Income Planning|0 Comments

Danger Will Robinson!

Danger Will Robinson!   Danger Will Robinson! What a fun childhood memory that show is. And yes, I’m standing here flailing my arms with a warning - Danger! Danger! - about the market, the media and the hyperbole. Feeling good about your portfolio? The DOW is up 9% since the election! Woohoo! The S&P is [...]

By | 2016-12-17T09:00:32+00:00 December 17th, 2016|Investment Management|0 Comments


Sweet!   December is a busy month for holidays, what with Christmas, Hanukkah, and Kwanzaa all crowding calendars. But there's a lesser-known holiday that falls on December 16 that we don't want you to miss. It's not Ugly ChristmasSweater Day or Free Shipping Day (although those are both fun, too). We're talking, of course, about [...]

By | 2016-12-15T09:00:28+00:00 December 15th, 2016|Tax Planning|0 Comments

Over the River and Through the Woods

Over the River and Through the Woods   Thanksgiving is a time for homecoming, and some of us are fortunate to return to a place where we've spent decades of holidays. Who wouldn't relish celebrating in a cozy farmhouse out of a Norman Rockwell print, with an overstuffed chair in front of a crackling fire [...]

By | 2016-12-02T09:00:25+00:00 December 2nd, 2016|Tax Laws|0 Comments

6 Potential Tax-Law Time Bombs Affecting IRAs

6 Potential Tax-Law Time Bombs Affecting IRAs   It's Black Friday...and we're talking about savings...or what we thought were great tax savings ideas! Some of these items have been in federal budget proposals for years. It may be only a matter of time before they become law. And it could considerably change planning strategies for [...]

By | 2016-11-25T09:00:23+00:00 November 25th, 2016|IRAs, Tax Planning|0 Comments