Blog

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...

During volatile times in the market, it is tempting to take your money and go somewhere “safe” with it. However, there are additional factors to consider when analyzing the safety of an investment.

A number of people have been asking what our opinion is on investing in a fund that contains only dividend-producing stocks. Although this may seem like a good idea at first, there are a number of other factors that should be considered. This is a great article on the additional things to consider before investing in an all dividend-producing fund…

We define investing as putting money aside now in hopes to have more for later. So, risk would be defined as the possibility of our purchasing power being less at that later date. With that in mind, here are some things to consider…