IT'S ALL ABOUT MONEY MANAGEMENT

  • 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.

  • A Woman's Financial Reality: Your financial future is up to you … and no one else.

    A Woman's Financial Reality: Your financial future is up to you … and no one else. August 2011 - Will this be your future? Did you know that Social Security income represents two-thirds of income for women 65 and older? Did you know that without Social Security, an estimated 58% of widows aged 65 and older would live in poverty?

  • The Debt Ceiling: Many Americans don’t want it to be raised. Could our economy hold up if it isn’t?

    The Debt Ceiling: Many Americans don’t want it to be raised.  Could our economy hold up if it isn’t? July 2011 - In April, a CBS News poll showed that 63% of Americans opposed raising the debt ceiling. Polls often ask simple yes-or-no questions, and the respondents may not have understood the consequences here. If the debt ceiling isn’t raised, America will end up defaulting.

  • A Closer Look at Gold

    A Closer Look at Gold June 2011 - Internet headlines inform you that gold settled at another record close today. Nightly news segments show you footage of excited sellers and beaming commodities traders. Radio commercials remind you that gold has outperformed stocks in the last decade. How should you respond to all this?

 

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