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It’s your inheritance
Recent studies have found that more than two-thirds of the baby boomer generation will receive inheritances from parents and/or other family members. While many of these inheritance gifts will be small, almost 54 percent will likely receive gifts of $100,000 or more. Often, the beneficiary has a d...
Seven key changes in annual reporting
Regulators are favoring more disclosure in annual reports prepared for public companies for fiscal year 2011, but they are also bringing in a dose of reasonableness in regards to burdensome […]
5.5 reasons people don’t set financial goals
With all of the outstanding benefits that research has proven in regards to goal setting practices over the years, why is it that so many people you know (you too […]
Maximize your college savings
There are two main financial planning goals that my clients most often want addressed. One is attaining an abundant retirement; the other is saving for college expenses. One method of […]
Your annual financial review checklist
Preparing for an annual financial review may be easier with a checklist to help you focus on important matters. With that in mind, here is a list of key considerations […]
The 6.5 steps of financial self-defense: Part 2
(Editor’s note: This is the second of two parts. Read Part 1.) I’ve met people who have had three IRA’s doing nothing — for years! I have friends who would receive […]
A guide to inherited IRAs
There are few areas of the tax code as confusing as inherited IRAs. Let’s examine your current tax deferred retirement accounts (IRA, SIMPLE IRA, SEP IRA, 401(k), 403 (b), etc) […]
Top earners: Six reasons to start your tax prep now
The complexities associated with tax returns, for those who are top wage earners with a multitude of financial interests, go far beyond what any tax software package or “burn and […]
Plan for a bright financial future
With the new year, it may be time to reexamine your financial situation. Is everything on course? Get a little behind last year? To answer these questions, you obviously need […]
The flight to quality
Many buyers or investors are still searching for quality opportunities. The recession has highlighted both weak and strong companies. The identification of good investments, from a buyer’s perspective, has taken more […]
Muni bonds: The Rodney Dangerfield of investments
A good investment is like cheering for a bad sports team. Sooner or later, they are bound to win. You just have to hang in there. In 2009, I wrote […]
Take advantage of the new gift and estate tax laws
Gifting assets to loved ones while you are alive can prove deeply satisfying, especially if those assets are used to pay for meaningful financial objectives like starting a business, purchasing […]
