|
A Long-Term Care Insurance Primer
|
|
As millions of Baby Boomers head into their retirement years, it’s surprising how few actually know that the government provides little more than a few weeks of financial support for home-based or nursing home when the average person needs it for at least a year. ....read more
|
|
|
With the Market So Uncertain, Are Immediate Annuities a Good Way to Preserve Your Retirement Savings?
|
|
One day, the market is up 400 points. The next day, down 300. Stocks in 2008 haven’t won any points for stability. In periods of market uncertainty, you’ll hear a lot about safe harbor investments that will supposedly guarantee income for life. One of these alternatives is an immediate annuity. ....read more
|
|
|
Afraid of the AMT? Now’s the Time to Get Some Help
|
|
Unless Congress acts, the number of taxpayers hit by the Alternative Minimum Tax (AMT) in 2007 will jump to about 23 million from about 4 million in 2006. The AMT is an alternative, separate tax calculation created in 1969 to make sure the wealthiest Americans paid a fair amount of taxes. The AMT is applied to particular taxpayers’ regular taxable income when particular activities and deductions add up. ....read more
|
|
|
How Your Personality Affects Your Financial Decision-making
|
|
The recent volatility in the stock market has everyone a little jumpy – even folks who have worked with a trusted financial planner for years. But if you’ve never worked with a planner before, one of the first things he or she will do is make you fill out a risk analysis questionnaire. ....read more
|
|
|
Should You Consider an HSA?
|
|
The Tax Relief and Health Care Act of 2006 (TRHCA) that went into effect this year made it a bit easier for both employers and their workers and self-employees to obtain Health Savings Accounts, a kind of IRA for health care expenses. ....read more
|
|
Home 
