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Common Sense

The tax advantages of those who seek financial advice

The tax advantages of those who seek financial advice

(Reuters) – With tax season at hand, investors should consider one of the ways in which their financial advisors can earn their keep: tax advice. Though diversification is sometimes called the only free lunch in investment, I’ve long thought that title better belongs to tax avoidance. The thing about tax savings is that they are […]

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Entry-Level Job? It Gets Better – What Experts Say About Making the Most of a First Job

Entry-Level Job? It Gets Better – What Experts Say About Making the Most of a First Job

Entry-Level Job? It Gets Better – What Experts Say About Making the Most of a First Job, as reported in the WS Journal. Long hours, little pay, having to wait for benefits to kick in, being the lowest person on the totem pole. Your first job out of college is likely to be anything but […]

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It Pays to Ask Smart Questions at a Job Interview

It Pays to Ask Smart Questions at a Job Interview

It Pays to Ask Smart Questions at a Job Interview – Hiring Managers Want Job Seekers to Ask, Not Just Answer, Questions, as reported in the WS Journal. By his second interview for a director position at Turtle Wax, a car-care product company based in Willowbrook, Ill., Shawn Batka felt that he’d been able to […]

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Cash or Credit? Paying for Big Purchases – There’s No Fixed Answer, but There Are Some Smart Questions

Cash or Credit? Paying for Big Purchases – There’s No Fixed Answer, but There Are Some Smart Questions

Cash or Credit? Paying for Big Purchases – There’s No Fixed Answer, but There Are Some Smart Questions, as reported in the WS Journal. So you’re planning a big purchase this year—maybe a new home, a car, new living-room furniture, sending Junior off to college. You’ve done your research. You know what you want and […]

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10 things investors won’t tell you

10 things investors won’t tell you

10 things investors won’t tell you, as reported in the WS Journal. 1. We have no idea what we’re doing… Over the last four decades, the 401(k) plan has replaced the pension as the main form of retirement plan. About 31% of workers had so-called defined contribution retirement plans in 2008, up from just 8% […]

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Simple, Bedrock Rules on Personal Finance

Simple, Bedrock Rules on Personal Finance

Simple, Bedrock Rules on Personal Finance as reported in the WS Journal.  Smart money moves aren’t more complicated than you think. They’re simpler.  Cut through all the jargon and pontificating and technical stuff, and everything you really need to know about personal finance fits into less than 1,000 words—no more than three to four minutes. […]

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A Magician’s Best Trick: Revealing a Basic Human Bias

A Magician’s Best Trick: Revealing a Basic Human Bias

A Magician’s Best Trick: Revealing a Basic Human Bias – An encounter with a magician reveals a lesson: Think critically about whether you’re only intermittently thinking critically, as reported in the WS Journal. My family and I recently watched a magician perform. He was not of the sleight-of-hand ilk but, instead, had a stunning ability […]

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How to get the best price on your next car

How to get the best price on your next car

How to get the best price on your next car, as reported in the WS Journal. So, you’re getting ready to buy a new car and you’re wondering where to begin. The good news: You’ll find no shortage of information on the web as to pricing, negotiating strategies and even which dealership to choose. The […]

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Planning to Retire in 2015? Read This – There’s More to It Than Having Enough Money

Planning to Retire in 2015? Read This – There’s More to It Than Having Enough Money

Planning to Retire in 2015? Read This – There’s More to It Than Having Enough Money, as reported in the WS Journal. For those whose 2015 calendar includes a retirement party, it’s time to get to work. Even for potential retirees who have spent years planning and saving, there’s a to-do list that needs attention […]

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Is a Private Mortgage Right for You?

Is a Private Mortgage Right for You?

Is a Private Mortgage Right for You? – It’s a Way for the Borrower to Cut Costs, but the Lender Takes Big Risks, as reported in the WS Journal. It’s tough to find certificates of deposit that pay 2% a year. But if you’re a bank lending to 30-year fixed-rate mortgage borrowers, you can earn […]

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How to Keep Your Portfolio on Track – Thirty-One Rules to Guide Your Investments This Year

How to Keep Your Portfolio on Track – Thirty-One Rules to Guide Your Investments This Year

How to Keep Your Portfolio on Track – Thirty-One Rules to Guide Your Investments This Year, as reported in the WS Journal. Looking to improve your money management in 2015? Here are 31 rules for the financial road ahead. They’re excerpted from the “ Jonathan Clements Money Guide 2015,” which covers financial topics from retirement […]

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How to Stretch Your Health-Care Dollars – The Goal Is Adequate Health Care for the Lowest Out-of-Pocket Cost

How to Stretch Your Health-Care Dollars – The Goal Is Adequate Health Care for the Lowest Out-of-Pocket Cost

How to Stretch Your Health-Care Dollars – The Goal Is Adequate Health Care for the Lowest Out-of-Pocket Cost, as reported in the WS Journal. A new year is here, and with it new opportunities to rein in a major slice of the household budget: health care. Yes, it’s complex. But being proactive can pay off, […]

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Structure Your Portfolio for Turbulence – Two Investment Rules to Help Do That

Structure Your Portfolio for Turbulence – Two Investment Rules to Help Do That

Structure Your Portfolio for Turbulence -Two Investment Rules to Help Do That, as reported in the WS Journal. As we struggle with yet another bout of stock-market turbulence, keep two investment rules in mind: No. 1: Never trade based on a market forecast. No. 2: Design your portfolio so that short-term results don’t matter. With […]

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Where to Find Deals in January – Bedding and Dress Clothes Lead the List

Where to Find Deals in January – Bedding and Dress Clothes Lead the List

Where to Find Deals in January – Bedding and Dress Clothes Lead the List, as reported in the WS Journal. Besides the expected sales you will find in January, such as holiday merchandise and winter gear, you will find some deals very unique to this month! Dress Clothes January is the month clothing stores want […]

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The Money Conversation Americans Need to Have – For All Their Worry About It, Few Broach the Topic

The Money Conversation Americans Need to Have – For All Their Worry About It, Few Broach the Topic

The Money Conversation Americans Need to Have – For All Their Worry About It, Few Broach the Topic, as reported in the WS Journal. Americans are so reluctant to talk about money that even “the quiet company” is urging us to start yakking. A recent study by Northwestern Mutual Life Insurance, which long marketed itself […]

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The Simple Secret to Building Wealth – Saving Steadily Is Far More Important Than High Earnings or Investment Wizardry

The Simple Secret to Building Wealth – Saving Steadily Is Far More Important Than High Earnings or Investment Wizardry

The Simple Secret to Building Wealth – Saving Steadily Is Far More Important Than High Earnings or Investment Wizardry, as reported in the WS Journal. Others look at old photographs and chuckle at the person they used to be. I feel that way when I look back at the columns I wrote before leaving The […]

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How to Start a Strong Credit History – The Key: Charging Little and Paying It Off Every Month

How to Start a Strong Credit History – The Key: Charging Little and Paying It Off Every Month

How to Start a Strong Credit History – The Key: Charging Little and Paying It Off Every Month, as reported in the WS Journal. Matt Jakubowski is careful with his credit cards. In May, the 22-year-old both graduated from college and started his first job as an insurance broker in Mt. Laurel, N.J. That same […]

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How to Break Your Bad Work Habits – It’s a Matter of Supplanting Old Behaviors With New

How to Break Your Bad Work Habits – It’s a Matter of Supplanting Old Behaviors With New

How to Break Your Bad Work Habits – It’s a Matter of Supplanting Old Behaviors With New, as reported in the WS Journal. Two years after becoming vice president of innovation at VF Corp. , an apparel company based in Greensboro, N.C., Soon Yu was approached by one of his bosses, who quietly suggested that […]

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10 things life coaches won’t tell you

10 things life coaches won’t tell you

10 things life coaches won’t tell you, as reported in the WS Journal. 1. We’re the wild, wild West of helping professions The concept of “life coaching” barely existed 30 years ago. But by 2012, it was a $707 million business in the U.S., according to the most recent figures from the International Coach Federation […]

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Don’t Let Stocks Drive You Crazy – How to Keep Your Head in a Volatile Market

Don’t Let Stocks Drive You Crazy – How to Keep Your Head in a Volatile Market

Don’t Let Stocks Drive You Crazy – How to Keep Your Head in a Volatile Market, as reported in the WS Journal. How do you feel when stocks fall more than 200 points one day, only to gain that and more the next? If market volatility puts you on edge, welcome to the club. Since […]

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Meet Paul Raymond

Meet Paul Raymond

Mr. Raymond is a sought after speaker in tax controversy law by many attorney, accountant, and business groups and at the request of the Internal Revenue Service, has presented programs at the IRS Nationwide Tax Forum, attended by tax professionals throughout the United States.

Additionally, he continues to be an active member in the Section of Taxation, American Bar Association, where he was the Past Chair of the Employment Taxes Committee.

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Member CA Bar Member Orange County Bar US Tax Court Attorney