2018 Tax-Saving Tips

2018 Tax-Saving Tips

November 1, 2018 - 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 for a married couple.  This means that fewer Americans will be itemizing their deductions going forward.  It may be a good time to double-check your amount of withholding for the year so you aren't "caught by surprise" at the end of the...

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Retirement Planning in the New Tax Environment

Retirement Planning in the New Tax Environment

October 25, 2018 - [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 retirement planning for individuals.  The doubling of the standard deduction could be a benefit to certain individuals and could potentially have a positive impact on their overall tax situation.   From the Video.... "Overall, I do think the tax bill is going to be beneficial...

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Dave's Interview With CNBC

Dave's Interview With CNBC

September 12, 2018 - 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 as "breaking the buck".  Money markets are viewed as a "safe" investment, but there can even be times when money market funds experience volatility and negative returns.  Markets aren't always rational, and it is important to define "safety", especially during low-yield environments...

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Dave Stolz is a guest on Money Life with Chuck Jaffe

August 10, 2018 - 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 want to consider to do to improve their own persaonl financial situation in the current ecenomy. Your browser does not support the audio element. Click here for the podcast.

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Dave Stolz is interviewed in CNBC article

February 28, 2018 - 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."

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Dave Stolz is quoted in the New York Times

December 15, 2017 - 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.

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Financial Planning 2014 Conference Recap

October 8, 2014 - Michelle recaps the highlights of her experience at the FPA Conference in Seattle this September.

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Dave writes for the Washington CPA Magazine Summer 2014

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

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When Warren Buffett Talks…

May 16, 2013 - 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.”

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Dave in The News Tribune

November 21, 2012 - 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, as chairman of the society’s personal financial planning committee. The Washington Society of Certified Public Accountants serves certified public accountants, educating consumers about CPAs and the services they provide, and encouraging students to study accounting and enter the CPA profession. Stolz has more...

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Michelle's Article – South Sound Magazine

October 10, 2012 - 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.

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Company Event With Ciscoe Morris

July 30, 2012 - 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.

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Are You Paying Too Much In 401(k) Fees?

July 2, 2012 - 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 a lot of scrutiny for the fees they have been charging, and this article talks about why.  The new trend is toward low-cost solutions with quality, passively-managed investments.  This is the type of plan we offer here at Stolz & Associates. To read...

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The Cost of Safety…

June 18, 2012 - 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.

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The Dividend-Fund Dilemma

May 10, 2012 - 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…

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