Awards, Inflation & IRA Limits
Dear Friends and Family, Good News: Katz Family Financial Advisors was selected as a 2012 Best of Bethesda Winner and earned the Five Star Best of Seattle Award for the…
Fiscal Lessons & Housing Trends
January 1, 2013 Dear Friends and Family, Let us be the first to wish you a Happy New Year! “Without reflection, we go blindly on our way, creating more unintended…
Fiscal Cliff, ICE & Elder Safety
Dear Friends and Family, “When all else fails, men will be reasonable.” Fiscal Cliff Explained: This refers to the scheduled tax increases and spending cuts in the 2011 Budget Control…
Year-End Tax & Estate Tips
Dear Friends and Family, As we enter into year-end financial planning, please consider the below suggestions. If they seem appropriate to you, we welcome a conversation. Contribute to your IRA…
Fed Action, Vacancies & Seminar
Dear Friends and Family, “October’s poplars are flaming torches lighting the way to winter.” Fed unveils steps to aid economy: In response to the chronically weak U.S. economy, the Federal…
Unclaimed Money & 401k Reviews
Dear Friends and Family, Did you know there’s over $40 billion in unclaimed property in the U.S.? You can search by visiting www.missingmoney.com. We encourage clients to check annually. Also,…
Greece, Housing & Social Security
Dear Friends and Family, As Greece and other European nations continue to dominate headlines, it’s worth remembering the global economy is complex and resilient. The U.S. continues to show signs…
TOD Registration & Mortgage Help
Dear Friends and Family, A useful estate planning tool is the Transfer on Death (TOD) registration for brokerage accounts. This designation helps ensure assets are passed directly to beneficiaries, bypassing…
Tax Tips & Economic Indicators
Dear Friends and Family, We’re officially into 2012, and with tax season upon us, here are a few reminders and planning tips: Fidelity’s 1099 and Year-End tax forms will arrive…
Debt Debates & 2012 Outlook
Dear Friends and Family, We hope the new year is off to a good start for you and your family. We wanted to start the year by providing a general…
Year-End Moves & Equity Outlook
Dear Friends and Family, Happy Holidays! As 2011 ends, here are some key tax and planning reminders: Take RMDs if you're 70½+. Consider making IRA charitable donations directly from your…
Markets, Housing & Social Security
Dear Friends and Family, October was the strongest month in 20 years for equities. This is why we stay invested for the long term. Concerns remain about EU debt, budget…