High-income earners have a target on their backs, and you may be one of them.…
Greg WelbornSeptember 8, 2022
Tax Planning
Developing wealth preservation strategies has always been an essential part of retirement planning. However, today…
Greg WelbornMarch 30, 2022
2018 is well underway, and the affects of the new tax plan are starting to…
Scott SommersSeptember 12, 2018
Retirement and investment terms can be confusing; their names rarely give an accurate description of…
Scott SommersOctober 16, 2017
As the nation goes to vote today, there are several significant scheduled tax and spending…
Greg WelbornNovember 7, 2012
INVESTMENT AND TAX CONSIDERATIONS PRE AND POST ELECTION As you’ve probably read and heard, some dramatic…
First FinancialOctober 13, 2012
A Roth Conversion Opportunity You Don't Want to Miss 2010 doesn’t just mark the end…
Greg WelbornFebruary 8, 2010
Nobody ever accused the tax code of being simple, and the sections dealing with capital…
Greg WelbornJuly 15, 2005
