What? I Can’t Have My Money Back??

by | Aug 22, 2014 | Articles

Most investors either have now or have had money invested in the cash-equivalent known as money market funds.  Few have noticed that recent regulatory changes could expose some of the underlying volatility of these safe investments, and even affect whether you can get...

Unintended Consequences of Foreign Income Exclusion

by | Aug 22, 2014 | Articles

On July 14, the Foreign Account Tax Compliance Act became effective, and instantly virtually all foreign banks were required to keep track of, and report on, all assets held by U.S. citizens.  Individuals who don’t report income on those assets and pay taxes to Uncle...

Retirement Myths and the New Reality

by | Aug 22, 2014 | Articles

In a new survey conducted for Bankrate.com it was reported that 14% of Americans age 65 and older have no retirement savings.  For people 50 to 64 that percentage jumps to 26%.  For people in the 30 to 49 year range it jumps 33% and a whopping 69% for individuals 18...

A Tender Good-Bye

by | Aug 8, 2014 | Articles

Occasionally we experience the profundity of our work in a simple and tender gesture. In this situation, it was an insisted hug from a long time client when he was leaving the office.  Rich met with him for an important meeting to discuss his estate planning, plans...

How to Guide Teens Towards Becoming A Millionaire

by | Aug 8, 2014 | Articles

Your teenager is in the last month of his or her summer job, and chances are the wages have been collecting in a bank account.  What should happen with that money when your child goes back to school? One possibility is to start a custodial Roth Individual Retirement...

Disclaimer

 You are now leaving the official Colman Knight website and entering a third-party website. Colman Knight is not responsible for the content of third-party sites, nor does Colman Knight guarantee or endorse the information, recommendations, products or services offered on third-party sites. The information available through this link should not be considered either a recommendation or a solicitation of any offer to purchase or sell any security.

Also, please be aware that third-party sites may have different privacy and security policies than Colman Knight. We encourage you to review the privacy and security policies of any third-party website before you provide personal or confidential information.

If you have any questions or concerns, please contact your Colman Knight advisor

Login to Your Integral Wealth Portal