Check out our four case studies to get a better idea of how our services can work for you.
Apr 16, 2012 by Mike Bergines in Tax Planning and Politics and Investing

AMT - What is it? Why should you care?

This tax season could bring you either a shocking surprise or a familiar anger - the payment of AMT (Alternative Minimum Tax).  Those who have...

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Apr 16, 2012 by Mike Bergines in Tax Planning and Consumer Finance

Why Pay for a Tax Accountant?

The Bloomberg Businessweek April 9 issue, which has a heavy emphasis on taxes (no surprise!) has an article entitled "Taxation With Lots of Represe...

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Apr 10, 2012 by Mike Bergines in Investments and Portfolio Theory and Consumer Finance

Is Cash a Good Investment?

Have a lot of cash rather than investments? Now THAT'S risky!

Those of you who read my blogs know that I like to quote Warren Buffett. Whi...

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Oct 12, 2010 by Mike Bergines in Financial Planning and Investments and Portfolio Theory

Why people hire a financial advisor – Trust

Although people say they look at many things before hiring a financial advisor, when it comes down to making a decision, the vast majority of peopl...

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Question #1:
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