by admin | Apr 17, 2013 | Weekly Articles
Planning for a long and prosperous retirement is no longer just about the money; because of the recession, boomers are needing to reboot their retirement plans. Here are six tips to get you on the right track again: 1. Get healthy. This should take priority even over...
by admin | Apr 17, 2013 | Weekly Articles
Last year’s uncertainty about the future of the estate and gift tax caused many people to put their estate planning on hold, even though estate and gift tax planning is only a teeny tiny piece of estate planning. Now that the clouds have lifted and Congress has given...
by admin | Apr 17, 2013 | Weekly Articles
The holidays are a traditional time for multiple generations to gather together, and are also a perfect opportunity for adult children to perform a reality check on how their aging parents are doing health-wise as well as assess financial and medical planning issues....
by admin | Apr 17, 2013 | Weekly Articles
The holidays are traditionally the time for family gatherings, where generations come together and perform holiday rituals that have been passed down through the years. Part of those rituals includes material possessions – a well-worn set of silver at the holiday...
by admin | Apr 17, 2013 | Weekly Articles
The American Taxpayer Relief Act of 2012 that Congress passed on New Year’s Day extended the Bush era tax cuts, but the benefits of those cuts for most American taxpayers will be offset by a 2% increase in payroll tax. According to the Tax Policy Center, a...
