by ChrisDecember 22, 2010 Asset Protection, Health Care & Insurance The Real Costs of Long Term Care Insurance The point is that the much higher premiums paid by older folks who are likely more motivated to buy the … Read More
by ChrisDecember 21, 2010 Financial Planning Roth Conversions Get a Boost from Obama Regardless of what you think about the extension of the tax cuts and unemployment benefits that recently passed Congress at … Read More
by ChrisDecember 9, 2010 Asset Protection, Retirement Income Planning Pension Homework For You – Follow Up In terms of government pensions, I recommended that you investigate tax revenues and compare it to city budgets, and also … Read More
by ChrisDecember 8, 2010 Financial Planning, IRA Planning STOP! If You Own Company Stock in your 401k You Need to Know About NUA Do you own company stock in your 401k? Did you leave your company and are you thinking about rolling that … Read More
by ChrisNovember 30, 2010 Retirement Income Planning Pension Payout Gotcha to Look Out For The premise is in the article is that, by changing the mathematical formula that values pension payouts, you could lose … Read More
by ChrisNovember 29, 2010 Asset Protection, Retirement Income Planning Take Steps to Protect Your Pension – Now Bottom line - your retirement assets will be someone else's (gov't) OBLIGATION. I think people are learning that in this … Read More
by ChrisNovember 26, 2010 Observations & Analysis Black Friday Warning: Be Careful Out There When Shopping! & 4 Thoughts to Ponder I am putting this post out at 7AM EST but since some of you maniacs go out at 3AM to … Read More
by ChrisNovember 25, 2010 Observations & Analysis Happy Thanksgiving! Please Enjoy time with your family today – forget work, tasks, chores, and above all, shopping. Focus on FAMILY! HAPPY … Read More
by ChrisNovember 24, 2010 Financial Planning, Retirement Income Planning Placing Income Investments In Your IRA Before December 31? With the upcoming tax increases approaching January 1, and with Congress still at a standstill about deciding who ‘deserves’ to … Read More
by ChrisNovember 23, 2010 Asset Protection, Financial Planning Make Sure Your Valuables Are Properly Inventoried on Your Home Owner’s Insurance Recently, clients had a break in while they were away from their home for an extended period of time. The … Read More