Latest Insights on SAM
America’s Tax Haven
February 27, 2017 Taxes
For two years, I’ve thought that taking advantage of Puerto Rico's tax decrees might backfire. But I’m now convinced that’s not going to happen. What’s Your 5-Year Plan?
February 27, 2017 Investing
Over the coming five years, there is a record $2 trillion in corporate debt that either needs to be paid back or refinanced. Most Popular Millennial Mega Trends to Invest in Now
February 22, 2017 Investment Opportunities
The millennial investment ball game is just getting started, just like McDonald’s and others rode the baby boomer mega trend in its earliest years. The IRS Retirement Loophole: HSA Savings Account
February 20, 2017 Retirement
Retirement for many is not a pretty picture, especially if you add in health care. Fortunately, there’s a “hack” you can apply to existing tax regulations that might allow you to escape a poverty-stricken retirement. The Spy Already in Your Home
February 18, 2017 Privacy Invasion
Toy Story got a few things right. OK, your childhood toys probably aren’t going on adventures, but some toys, like the Vizio smart TVs I mentioned last week, can spy on you.