Tag Archives: 2010

Coming Tax Changes Create Incentive to Act Now

Posted on June 2, 2010 by BH&J

Most of us prefer to think about taxes only once per year. However, with significant changes coming in 2011, tax considerations of financial planning and investment management will be prominent for the remainder of 2010. Taxes on income, capital gains … Continue reading →

Posted in Financial planning, Investments, Taxes | Tagged 2010, 2011, capital gains tax, concentrated position, cost basis, diversify, dividend income tax, dividends, Financial planning, income taxes, increased taxes, investments, IRA, ira distribution, IRS, stock, tax changes, taxes | Leave a comment

BH&J in The Seattle Times

Posted on February 16, 2010 by BH&J

The Seattle Times does a monthly “Money Makeover” financial planning profile on a local individual or couple. This month, we were chosen to provide a comprehensive financial plan for the couple being featured. We worked with Dave Wilton and Molly … Continue reading →

Tagged 2010, balanced portfolio, diversification, financial makeover, financial plan, investment markets, Seattle Times | Leave a comment

Tag Archives: 2010

Coming Tax Changes Create Incentive to Act Now

BH&J in The Seattle Times

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