IT'S ALL ABOUT MONEY MANAGEMENT

  • IRS Employs Carrot-and-Stick Approach Against Indian Americans

    IRS Employs Carrot-and-Stick Approach Against Indian Americans April 2011 - Is the IRS encouraging the large numbers of Indian Americans with undeclared bank accounts and assets in India to take advantage of their latest tax amnesty program?

  • LOOKING AT THE NEW ESTATE TAX LAWS

    LOOKING AT THE NEW ESTATE TAX LAWS March 2011 - Thanks to theTax Relief Act of 2010, we now have the lowest estate tax rate in 80 years, with some new rules to be aware of, and some very interesting choices and options affecting estate planning.

  • THE SHIFT TOWARD LIFE INSURANCE

    THE SHIFT TOWARD LIFE INSURANCE February 2011 - Why might the wealthy be directing more money into this middle-class bedrock?

  • The Top 10 Reasons NOT to Plan for Retirement

    The Top 10 Reasons NOT to Plan for Retirement January 2011 - Take a moment to read this different kind of Top Ten list. This list is different, and probably not the kind of list you’d expect a Financial Advisor to write.

  • Medicare Enrollment Season

    Medicare Enrollment Season December 2010 - It starts on November 15. What is changing - and what isn’t?

  • Mortgage Shopping Gets a Little Easier

    Mortgage Shopping Gets a Little Easier November 2010 - In the past, many people have been surprised to find that their closing costs that were quoted with a specific rate had changed substantially and if they wanted to go thru the closing, they had to come up with the extra cash or their loan was not going to get approved.

  • Will Things Improve for Medicare and Social Security?

    Will Things Improve for Medicare and Social Security? October 2010 - Could Medicare soon be in better shape?

  • Importance of Beneficiary Designations

    Importance of Beneficiary Designations September 2010 - Many people forget they have insurance policies, annuities and retirement accounts that have stated beneficiary designations and forget to change them after marriages, divorces or after their initial beneficiaries have died.

  • FINANCIAL REFORM: THE TABLE IS SET

    FINANCIAL REFORM: THE TABLE IS SET August 2010 - Congress agrees on a bill. How would it change the financial landscape?

  • Reporting of Offshore Financial Accounts and Assets

    Reporting of Offshore Financial Accounts and Assets July 2010 -

 

DIGITAL ISSUE

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