LOOKING AT THE NEW ESTATE TAX LAWS
With 2013 approaching, many families and their financial, tax and legal consultants are weighing major estate planning decisions. A short-term[…]
WHAT IS A “REASONABLE” RETIREMENT SAVINGS RATE?
How much salary should you defer into a retirement plan? Ultimately, the answer is “however much your budget allows you[…]
CAN WE AVERT THE “FISCAL CLIFF”?
Recently, you may have heard about the “looming fiscal cliff”, the “coming fiscal cliff” and so forth. What exactly is[…]
Q2: 2012 ECONOMIC UPDATE
THE QUARTER IN BRIEF After an all-but-flat April and an abysmal May, the Dow managed to advance nicely in June. The[…]
THE FINANCIAL IMPACT OF THE AFFORDABLE CARE ACT
President Obama’s health care law has held up in the Supreme Court. So what impact might this have on the[…]
INSURANCE IMPLICATIONS FROM THE APPROVAL OF THE AFFORDABLE CARE ACT
The mandate stands. By a 5-4 vote, the Supreme Court has upheld the core of the 2010 Affordable Care[…]
CAN YOU RAISE YOUR SSI BY REAPPLYING FOR BENEFITS?
The “reset button” has been removed. A few years back, the distinguished economist Laurence Kotlikoff alerted people to a loophole[…]
20 TIPS FOR MINIMIZING YOUR TAXES IN 2012 & BEYOND
Will the Bush-era tax cuts expire next year? We may not have an answer to that question for several months.[…]
IF INTEREST RATES RISE, WHAT HAPPENS TO BONDS?
We have seen an epic “flight to safety” this spring. In April alone, $20.6 billion moved into bond funds, according[…]
PARENTS, ALZHEIMER’S & MONEY
Every eighth American aged 65 and older has Alzheimer’s disease, and 43% of Americans aged 85 and older have it,[…]