by Christine | Dec 24, 2012 | Asset Protection, Assets, Estate Plan, Estate Planning |
If you are like many other American families, the current upheaval in Washington regarding the fiscal cliff (and the estate and gift taxes) doesn’t particularly interest you. However, while the discussions in Washington generally only affect the extremely wealthy,...
by Christine | Dec 21, 2012 | Tax Planning, Taxes |
“Any time you make a decision purely for tax reasons, it has a way of coming back and biting you.” It’s no secret that the looming “fiscal cliff” has investors sitting on the edge of their seats. And if the President and Congress cannot agree on a plan to avert...
by Christine | Dec 20, 2012 | Charitable Giving, Charitable IRA Rollover, Charitable Organization, Charitable Trust |
Each year at this time, out of some combination of generosity and procrastination, millions of Americans rush to make donations to the causes and institutions important to them. It is a beautiful thing, but it is also something of a scramble. As the end of the year...
by Christine | Dec 19, 2012 | Retirement, Retirement Planning |
There’s no one-size-fits-all when it comes to saving the right amount for your golden years — which is part of what makes retirement planning so nerve-wracking for a lot of us. While planning for retirement isn’t an exact science, financial experts agree on a...
by Christine | Dec 18, 2012 | Retirement, Retirement Planning |
“People who see an age-progressed rendering of themselves are more likely to allocate resources to the future.” As reported in a recent Financial Planning article, executives of Bank of America’s Merrill Edge program have altered the face of retirement...
by Christine | Dec 17, 2012 | Uncategorized |
In today’s highly competitive business climate, startup entrepreneurs want to pursue their most ambitious goals with people they trust. Have you considered co-founding a new business with family or a friend? If so, you’re not alone. About half of all...
by Christine | Dec 14, 2012 | Baby Boomers, Employment |
Baby Boomers and older workers come to the table with experience, maturity and dedication… but these workers who do wind up unemployed often struggle to recover. As the dawn of a new year approaches, many companies will begin to re-evaluate their staffing...
by Christine | Dec 13, 2012 | Uncategorized |
Vietnam veterans are part of a class-action lawsuit against the armed forces arguing that Vietnam veterans had post-traumatic stress disorder when they were issued other-than-honorable discharges. Post-traumatic Stress Disorder (PTSD) is a growing issue for many Iraq...
by Christine | Dec 12, 2012 | Fiscal Cliff, Healthcare, Hospice, Medicare |
If President Barack Obama and Congress cannot reach an agreement on the fiscal cliff…it would likely send the country back into recession…and ultimately, it could hurt your physical and emotional health. Financial health and physical health can go hand-in-hand. In...
by Christine | Dec 11, 2012 | Retirement, Reverse Mortgage Loan, Social Security |
The federal government is proposing to make big changes to its reverse mortgage program early next year that should make the (reverse mortgage) loans safer for seniors who use them to tap home equity. In a response to the speculative loan market, we have seen...
