IT'S ALL ABOUT MONEY MANAGEMENT

  • You Can’t Hide in Fixed Income

    You Can’t Hide in Fixed Income July 2012 - When is being risk-averse too risky for the sake of your retirement? Many people in their fifties and above still need to accumulate wealth for retirement even as they need to withdraw retirement savings.

  • 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.

 

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