Deducting IRA Contributions

The deadline for 2018 IRA contributions is April 15, 2019.  Workers and their spouses who were under age 70 at year-end 2018 can each contribute up to $5,500, or $6,500 for those 50 and older.  For traditional IRAs, income limits don’t apply. That is, those named can make contributions of these amounts to a traditional […]

A Blueprint for Small Business Success

Over the last 12+ years, I have provided accounting and tax services to self-employed individuals and their companies.  These experiences have provided me with unique insight into the inner-workings of small businesses across a variety of industries. During this time, I learned that a “one-size-fits-all” approach doesn’t exist for building a successful business and creating […]

Past Losses Offer Winning Opportunities

For nearly two decades, investors have been riding a stock market roller coaster.  The late 1990s tech stock boom turned into a bust in the early years of this century, as the Dow Jones Total Stock Market Index fell by approximately 45%.  After a real estate-led recovery pushed stocks to new highs, a real estate […]

QTIP Trusts Still Offer Advantages

For many people, trusts can play a role in estate planning.  Indeed, a qualified terminable interest property (QTIP) trust may offer benefits to married couples.  That’s especially true for people who are in a second (or third) marriage, because a QTIP trust can prevent a second or third spouse from disinheriting children from a previous […]

Holding Stocks in Retirement Accounts

The stock market goes up and, as we’ve learned, it goes down.  Despite the volatility, stocks have been excellent long-term investments for many decades, and there’s no obvious reason to think that the future will be different.  Regular investing in equities, through bull and bear markets, probably should be part of your strategy for building […]

Succession Planning for a Family Business

If you intend to name a family member to succeed you in running your company, you have some advantages.  The person you’ll name (potentially your son or daughter, son- or daughter-in-law) is someone you can identify easily, without an extensive search.  You know that person’s capabilities and shortcomings; he or she likely works for the […]

“Radio Ad for Mixin’ It Up with Mintz”
by Dillon Wright

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Mixin' It Up with Mintz
November 13, 2018

This is an advertisement I recorded as a sponsor of Ben Mintz’s sports talk radio show, Mixin’ It Up with Mintz”, and it began being aired on 100.7 FM, The Ticket, in November 2018.