Blog

Some of the wisest people I have ever met are also the quietest.  There is a sense of calm that comes along with wisdom.  This same thing is...

In an ever-changing tax environment, one question commonly overlooked during the course of getting a divorce is, "Who gets to claim Head of Household status?"  This is a...

Dave was recenty quoted in an article on CNBC regarding some tax savings ideas for 2018.   The new standard deduction has roughly doubled, taking it from $12,000 to $24,000...

[video1] As part of a series of videos, Dave was recently featured in a video by the Journal of Accountancy regarding the new tax laws and how they affect...

Dave was recently published in an article in CNBC regarding money market funds.  In 2008, money markets fell from $1 to 97 cents - this is referred to...

Dave was interviewed by Chuck Jaffe, who is a senior columnist for MarketWatch, for his radio show and poscast. Talking about the overall economy, and what consumers might...

Dave Stolz, CPA/PFS in interviewed by Darla Mercado from CNBC on her article titles, "4 ways to cut your taxes under the new tax law."

David Stolz, CPA/FPS was interviewed by Paul Sullivan who writes the Wealth Matters column for the NY Times. They discussed various tax strategies in light of the new tax bill.

Michelle recaps the highlights of her experience at the FPA Conference in Seattle this September.

Dave writes about the new Statement on Standards in Personal Financial Planning Services that went into effect on Jul 1, 2014.

I am old enough to remember the E. F. Hutton ads that said, “When E. F. Hutton talks, people listen.” (It’s interesting to note that E. F. Hutton had a few scandals and, in 1988, they merged with Lehman – who is also now gone). The modern day ad would read, “When Warren Buffett talks, people listen.”

Dave was recently mentioned in the News Tribune! Here is what the article said… AWARDS/RECOGNITION Washington Society of CPAs has named David Stolz, president of Stolz & Associates in Tacoma,...

Michelle has been published! Her article has been published in the most recent South Sound Magazine. The article is about planning for retirement in your later years, and it offers many helpful suggestions to consider when preparing for this important step in life.

Ciscoe Morris from the King 5 television show “Gardening With Ciscoe” came and visited for our client event on July 26. The evening was filled with fun facts on hummingbirds, gardening advice, wine, and appetizers. It was a beautiful and relaxing afternoon, but most of all, it was a lot of fun.

According to this article, “An ordinary American household with two working adults will cough up almost $155,000 in 401(k) fees over a lifetime…”  401(k) plans have been under...