Estate Planning
August 4, 2010
Still No Estate Tax Conclusion
Categories: Current Events, Estate Planning, Retirement, Financial Planning, Tax Planning
Well what are they waiting for? The year is almost two thirrds of the way through and it is unlikely that Congress will pass anything until at least the fall.
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April 29, 2010
Am I Using the Correct Financial Advisor?
Categories: Estate Planning, Retirement, Financial Planning, Tax Planning, Year End Planning
A lot of people call themselves "financial advisors" here we help you understand the differences between advisors so that you can identify which advisor is the best for you.
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April 15, 2010
5 Social Security Tips
Categories: Estate Planning, Retirement, Financial Planning, Tax Planning
Social security can be very confusing. Here are 5 tips to help you get the most out of social security.
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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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December 24, 2009
2010 ROTH IRA Conversion
Categories: Current Events, Estate Planning, Retirement, Financial Planning, Tax Planning, Year End Planning
In 2010, the IRS is removing their current ROTH IRA conversion income limits to allow all individuals to convert their traditional IRAs into a ROTH IRA.
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October 22, 2009
Here is “My Two Cents”
Categories: Business Planning, Current Events, Estate Planning, Retirement, Investments, Financial Planning, Tax Planning
Welcome to "My Two Cents".
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