Daniel A. Jack, JD, MBA, RICP®

Recent Posts

5-Minute Financial Risk Assessment

By Daniel A. Jack, JD, MBA, RICP® on June 12, 2018

Every day talented CRNAs perform pre-anesthesia evaluations on their patients. In essence, CRNAs perform indispensable patient risk assessments before administering anesthesia. If the evaluation does not look satisfactory then a surgery postponement or cancellation may be necessary. Patient safety always comes first! Otherwise, the results can be catastrophic.

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Does a Reverse Mortgage Ever Make Sense as Part of a Retirement Portfolio?

By Daniel A. Jack, JD, MBA, RICP® on March 28, 2018

For most people, their greatest asset when they hit retirement is not their 401(k) account. Rather, it is the home in which they live. Until fairly recently there was never an economical way to access that value without selling the home. Let’s be honest; you still need to live somewhere, so selling your home may not be much of an option.

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Tax Loss Harvesting+™ (The Right Way)

By Daniel A. Jack, JD, MBA, RICP® on March 6, 2018

Manufacturing Tax Deferral and Reducing Social Security Taxes

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Investing Beyond Risk vs. Return

By Daniel A. Jack, JD, MBA, RICP® on February 27, 2018

Using Tax Coordinated Portfolios to Increase Your Wealth; Not Your Risk

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Be Aware of Changes Made to U.S. Tax Laws!

By Daniel A. Jack, JD, MBA, RICP® on February 22, 2018

Recently there were substantial alterations made to the U.S. tax code. The Tax Cuts and Jobs Act was ultimately passed and signed in December 2017. It is imperative that you optimize the beneficial changes and minimize the negative changes for your family. This article summarizes how the Act changes some of the most prominent taxation issues affecting you going forward.

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Cash Drag: Your Portfolio’s Subtle Downer

By Daniel A. Jack, JD, MBA, RICP® on February 7, 2018

Do you remember way back in driver’s education class when the instructor said to keep your foot off the brake pedal when you’re driving unless you need to slow down or stop? Most people heed that warning. Especially when sitting next to a driving instructor!

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