Category: Newsletter

Advice For The Ages

20’s – DO: START AN IRA Traditional IRA or Roth IRA? It depends on your situation. Either way, putting money away as early in life as possible is key. Make sure you set aside what may be used for a purchase, like a down payment for a home. Never put at risk any money you […]

Financial Tidbits

Landmark Decision On Friday, June 26, the Supreme Court of the United States ruled that same¬≠sex couples have a Constitutional right to marry. Here’s what happened and what it means, along with a little history on the subject. Read More… Is It That Hard? You know you deserve it, so why won’t you ask for […]

What It Means To You

The Medicare Access and CHIP Reauthorization Act of 2015 was signed into law on April 16th. Why was it passed? Primarily, to change how Medicare pays physicians. How does it affect you? Higher Medicare premiums, if you earn over $133,500 (or twice that for a couple). The law is not effective until 2018. However, since […]

Financial Tidbits

Doh! A successful investment portfolio relies on logic and the ability to avoid emotional decisions. The father of behavioral finance uses an analogy to explain why the investing public is generally not so successful. Read More… Do You Know the Difference? The terms estate tax and inheritance tax are often used interchangeably. But they describe […]

Is This What You Imagined
When You Wrote Your Will?

Windfalls of any kind often lead to bad decisions. Don’t let the inheritance you leave become one of them. Ask yourself… What do I want my legacy to be? Have I taken the steps to ensure it happens? Do I understand all of my options for distributing my wealth to my heirs? Whether you plan […]

Death But No Taxes

Death, But No Taxes?

Sort of, in India. The average worker there pays no income tax. Check out this interactive graph of what the average workers of other countries pay in income tax, broken down between federal, local, and social security taxes. Read More State of the Union The percentage of unionized workers in America is steadily falling. Read […]