Financial Checklist for year-end, 2011
The end of the year is a good time to review your personal finances. What are your financial, business or life priorities for 2012? Try [...]
The end of the year is a good time to review your personal finances. What are your financial, business or life priorities for 2012? Try [...]
The window of opportunity for many tax-saving moves closes on December 31. So set aside some time to evaluate your tax situation now, while there's [...]
On October 26, 2011, President Obama announced a plan that seeks to help college graduates pay back their federal student loans. The plan is an [...]
IT’S ALL IN YOUR HANDS A Post-Divorce Action Plan You have just gone through one of the most challenging and difficult periods that a woman [...]
In 2008, Jane Bissler, a counselor in Kent, Ohio, approached her then-87-year-old mother about organizing her documents. Because her mom was a widow with relatively [...]
At this time last year, income tax planning was particularly challenging. Several tax deductions had already expired, and significant changes, including new, higher income tax [...]
Forefield Concept Piece Here's a tipWatch the mail for your Social Security Statement, which contains a personal record of the earnings on which you've paid [...]
Family Limited Partnership (FLP) or Limited Liability Company (FLLC) A properly formed and maintained FLP or FLLC can facilitate the transfer of your business to [...]
Trusteed IRAs The tax code allows IRAs to be created as trust accounts, custodial accounts, and annuity contracts. Regardless of the form, the federal tax [...]
Asset Protection If you haven't done any asset protection planning, your wealth is vulnerable to potential future creditors and, should the worst happen, you could [...]
Transferring Your Family Business Perhaps you have children or other family members who wish to continue the business after your death. Obviously, you'll want to [...]
Common Factors Affecting Retirement Income If you recently retired from a job that provided health insurance, you may not fully appreciate how much health care [...]
Retirement Planning--The Basics You may have a very idealistic vision of retirement--doing all of the things that you never seem to have time to do [...]
Financial Planning--Helping You See the Big Picture Common financial goalsSaving and investing for retirementSaving and investing for collegeEstablishing an emergency fundProviding for your family [...]
Estate Planning--An Introduction Since incapacity can strike anyone at anytime, all adults over 18 should consider having: A durable power of attorney: This document lets [...]
Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a [...]
Retirement Planning--The Basics You may have a very idealistic vision of retirement--doing all of the things that you never seem to have time to do [...]