March 10, 2010

America’s Richest Counties

Categories: Current Events

Check out how many counties are in the top 10 from this area.
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March 3, 2010

Start Saving Now!

Categories: Retirement, Financial Planning

Here are some tips to help you start saving for retirement, now.
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March 1, 2010

Should I Have An Annuity In My Portfolio?

Categories: Retirement, Investments, Financial Planning

Many clients no longer want to deal with the volatility of the market. They want protection and guarantees and for that we look towards annuities. But what type, if any annuity, should be in your portfolio?
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February 24, 2010

IRAs Traditional vs. ROTH

Categories: Retirement, Financial Planning, Tax Planning

What type of IRA is best for you? Here we discuss the differences including the advantages and disadvantages of Traditional and ROTH IRAs.
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February 17, 2010

10 Tax Savings Tips For the Season

Categories: Current Events, Tax Planning

Here are 10 tax savings tips that could be useful for you.
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February 15, 2010

Do You Know About These Extra Deductions for Non-Itemizers

Categories: Current Events, Tax Planning

If you don't itemize deductions, you may still be entitled to some unexpectedly juicy extra write-offs.
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February 9, 2010

The New Long Term Care Insurance

Categories: Current Events, Estate Planning, Retirement, Insurance, Financial Planning

As advances in medicine keep people alive longer as well as the general public becoming more educated about LTC insurance the demand has increased. The knowledge of the positives and negatives about LTC insurance have also increased. The rise in awareness and premiums have forced the industry to take a step back and come up with a better solution.
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February 2, 2010

Calculating Your Required Minimum Distribution for 2010

Categories: Current Events, Retirement, Financial Planning, Tax Planning, Year End Planning

For 2010 owners of IRA’s and other retirement accounts who reach age 70 ½ or older are again obligated to take their required minimum distribution (RMD).
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January 28, 2010

New and Improved Tax Credits for Your 2009 Tax Return

Categories: Current Events, Tax Planning, Year End Planning

There are a lot of tax credits out there. Here is a summary of some new and improved tax credits for your 2009 tax return.
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January 27, 2010

Favorable Tax Treatment for Donations Made to the Relief Efforts of the Earthquake in Haiti

Categories: Current Events, Tax Planning, Year End Planning

Haiti earthquake relief donations made in 2010 can now be deducted on your 2009 tax return.
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