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Jacksonville Beach Financial Advisor Investment News
Kids’ Summer Employment in Family Business (Part 2)
July 2, 2025
By Admin

The IRS requires adherence to very specific rules for family employment, and failure to abide by those rules can be costly. On the theoretical side, there is no ...

Jacksonville Beach Financial Advisor Investment News
Kids’ Summer Employment in Family Business (Part 1)
June 25, 2025
By Admin

Living the American Dream has long been thought to mean owning your own home. I understand that sentiment as well as anyone, having been a homeowner for five de ...

Jacksonville Beach Financial Advisor Political News
“Trump Accounts” for Newborns Sound Good, But…
June 18, 2025
By Admin

At this juncture, the “One Big Beautiful Bill” budget proposal supported by the current Administration is in limbo. Following an original Trump Administrati ...

Jacksonville Beach Financial Advisor Economics News
Yes, You Can Be “Too Nice” (But Don’t)
June 11, 2025
By Admin

Face it, most Americans are just plain nice people. We are a considerate and generous population. America is also a wealthy country, blessed with natural resour ...

Jacksonville Beach Financial Advisor Tax Planning News
Florida Sales Tax Holidays Are Back
June 4, 2025
By Admin

Living and working in Florida is, in many ways, its own reward. Everyone knows that we have no State Income Tax, but our state extracts operating income from re ...

Jacksonville Beach Financial Advisor Tax Planning News
America’s Most Hated (and least known) Tax
May 28, 2025
By Admin

“We love paying taxes”, said no one ever. “The price of living in a free society,” say many. However, some taxes are worse than others, and one largely ...

Jacksonville Beach Financial Advisor Tax Planning News
Return to Itemizing Tax Dedications?
May 21, 2025
By Admin

Tinkering with the U.S. Tax Code is seemingly a hobby for elected officials in Washington, D.C. In 2017, the newly minted Trump (45) Administration was determin ...

Jacksonville Beach Financial Advisor Tax Planning News
Qualified Charitable Distributions (QCDs) Made Easier
May 14, 2025
By Admin

Americans are very generous, every year giving away more than Half a Trillion Dollars (that is only individual giving, and does not include corporations, founda ...

Jacksonville Beach Financial Advisor Investment News
Too Good to Be True (Annuity Sales)
May 7, 2025
By Admin

Wishing and hoping won’t make it come true, whatever “it” may be. Compounding clichés, I’ll also stipulate that if something sounds too good to be true ...

Jacksonville Beach Financial Advisor Estate Planning News
Where There’s a Way, There’s a Will
April 30, 2025
By Admin

Estate Planning sounds like a fancy term for wealthy people making expensive plans. While the term does include making complex arrangements for wealth preservat ...

Jacksonville Beach Financial Advisor Tax Planning News
How Did You File Your Tax Return?
April 23, 2025
By Admin

With April 15th (Tax Filing Day) in the rear-view mirror, I can understand anyone who doesn’t care to even think about taxes for a while. However, the nascent ...

Jacksonville Beach Financial Advisor - Van Wie Financial
Lessons My Dog Taught Me
April 16, 2025
By Admin

December 6, 2024, started like every other day of the past 12 years or so, with our yellow lab, “Lil’ Bit,” (a true Southerner), watching me make coffee a ...

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