Year-end tax planning is especially challenging this year because of ongoing uncertainty related to whether Congress will enact sweeping tax reform. And even if there is no major tax legislation in the near future, Congress will still have to deal with a number of tricky issues in 2012, such as what to do about the […]

Annual Report on the financial health of Medicare and Social Security Each year the Trustees of the Social Security and Medicare trust funds report on the current and projected financial status of the two programs. This year’s report was released on Friday, and we thought you might like to know about the key findings. According […]

   Quarterly Review – 3Q 2011 October 3, 2011 From the debt ceiling debate, to S&P’s downgrade of the United State’s prized bond rating, to ongoing challenges in the Eurozone, and wild swings in the stock market, the third-quarter has taken investors for quite a ride! July – After a volatile first half that eventually […]

Our Current Perspective on Market Corrections, the Economy, and S&P’s Downgrade As you are surely aware, following Tuesday’s debt ceiling compromise, attention rapidly shifted to whether the government has what it takes to solve its budget problems. Add to this the fact that Italy is now in the forefront of debt problems in Europe and […]

So you have a spouse, children, a vehicle and a home. Auto and homeowners’ insurance will pay for the losses of car or house, but what about the loss of your income should an unexpected event occur, such as death or disability? How will things be paid for then? Will you have enough to support […]

You can hardly pick up a newspaper, turn on the news or read a magazine where there is not a discussion about pensions. If you haven’t come across this yet, trust me, you will.