IT'S ALL ABOUT MONEY MANAGEMENT

  • AUDIT RED FLAGS

    AUDIT RED FLAGS June 2012 - Are you a taxpayer worried about being audited? Self-employed individuals seem to be magnets for audits. Here are some red flags that might get you extra IRS scrutiny--and a possible refund from 2008.

  • What Happens to Our Social Media Identity When We Die?

    What Happens to Our Social Media Identity When We Die? May 2012 - If you use Facebook, LinkedIn, and Twitter, you may have wondered what happens when users die. Are profiles immortal? Are memories lost? Well, the policies vary--here are your answers.

  • Are People Really Retiring Later?

    Are People Really Retiring Later? April 2012 - True or false? “Many Americans are being forced to retire later because their savings and investments took a hit in the Great Recession.” Some of the statistics don’t seem to back this up....

  • IRS Reopens Offshore Disclosure Program: Should You Apply?

    IRS Reopens Offshore Disclosure Program: Should You Apply? March 2012 - The reopened Offshore Voluntary Disclosure Initiative (OVDI) program is explained: undeclared offshore assets/accounts, noncompliant taxpayers, reasonable-cause arguments, noisy disclosure, willful filer, and more.

  • What Beneficiaries Need to Know

    What Beneficiaries Need to Know February 2012 - What do you do when an account owner passes away? If your loved ones have invested, saved, or insured themselves to any degree, you may be named as a beneficiary to one or more of their accounts, policies, or assets.

  • HEALTH CARE REFORM - THE NEXT 3 YEARS

    HEALTH CARE REFORM -  THE NEXT 3 YEARS January 2012 - Companies sponsoring group health plans should be aware of the changes coming to the health insurance industry as part of the “second stage” of health care reform.

  • THE LATEST ON SOCIAL SECURITY

    THE LATEST ON SOCIAL SECURITY December 2011 - Benefits increase for 2012. Ideas for reform are numerous.

  • Could Your Social Security Income Be Taxed?

    Could Your Social Security Income Be Taxed? November 2011 - Rajesh Jyotishi presents a closer look at the provisional income rules, with explanations and tips for planning so that you won't be surprised by unwanted taxes on your Social Security benefits.

  • Avoiding Financial Catastrophe

    Avoiding Financial Catastrophe October 2011 - Wildfires, hurricanes, terrorist attacks, floods, earthquakes … there are many disasters, both man-made and natural, that could happen without warning. For many, preparedness is a way of life.

  • Finally, a debt deal gets done

    Finally, a debt deal gets done September 2011 - Here are the particulars of the Budget Control Act of 2011.

 

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