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What new tax laws mean for your charitable giving
Are you 70 1/2 years of age? Do you make large donations to charitable organizations? If so, Qualified Charitable Distributions might make sense for you.
Medicare decisions care be overwhelming and confusing. Use Tarbox Family Office as a resource during your decision-making process.
Tips for preventing fraud
Tarbox Family Office plays an important role in helping protect your assets. You can also take action to protect yourself and help secure your information. Learn how!
Equifax Data Breach
Equifax Data Breach We have fielded questions from several clients regarding the Equifax data breach which relates to your personal credit file. The biggest concern lies with hackers looking to ...
College-Age Children and HIPAA Privacy Rule in a Medical Emergency
When your adult-aged child is hospitalized, you might not have the legal authority to gain access to their medical records. This is especially of concern for college-age children, who, on their ...
Concentration – Good for Golfers, Not for Portfolios!
“I’m about five inches from being an outstanding golfer. That’s the distance my left ear is from my right.” – Ben Crenshaw We admire those visionaries who seize a ...
Happy Birthday, Estate Tax!
“Frankly, a class discrimination”. Quote from The Wall Street Journal about the newly established estate tax, 1916. One hundred years ago, as World War I raged in Europe, Congress wanted to ...
Laura Tarbox – Six Estate Planning Tips
Laura Tarbox, founder of the Tarbox Group, breaks down Estate Planning with six tips. Click here for full article.
Laura Tarbox is quoted in Kiplinger’s Personal Finance
Laura Tarbox, head of Tarbox, Inc. provides information to millennials on why they need to own stocks. For the full article, click here.
Identity Protection Headlines about cybersecurity attacks have become all too common. The recent Anthem Blue Cross security breach, where tens of millions of people may have had information ...
Tarbox is proud to announce that Emily Balmages has passed the Certified Financial Planner (CFP®) exam. Emily sat for the exam in November, and due to her diligent studying and determination, ...
We Are Not Brokers
There are many variations of financial advisors. Some are compensated solely by fees, some work for commissions, and some work for both fees and commissions. Some call themselves advisors and ...
Net Worth Money may not buy love, but can it buy happiness? According to a study by Dr. Michael Finke, Director of Personal Financial Planning at Texas Tech University, yes, it can! Dr. Finke ...
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We’ve figured it out…and we’ve been doing it
successfully for decades.