Articles
Social Security Solvency Update
Speculating on the Future of the Federal Estate Tax
There’s Still Time to Contribute to an IRA for 2011
Payroll Tax Cut Extended to End of 2012
Federal Income Tax Landscape 2012 & 2013 (video)
Year End Planning 10 Things to Keep in Mind
Keeping Market Volatility in Perspective
IRA and Retirement Plan Limits for 2012
College Board Releases New College Cost Numbers
Why Europe Matters to Your Portfolio
Medicare Open Enrollment Period Starts Sooner and Ends Earlier
Deadline Approaching for Undoing a 2010 Roth IRA Conversion
Market Volatility and Your Emotions
Holding Equities for the Long Term: Time Versus Timing
A Penny Saved is… Education — College Savings Month is Here
Planning for the Unknown: Changes in Washington in 2010
Surviving and Thriving in Tough Markets: High Performance in Bad Times
Get It in Writing: Investment Policy Statements
Tax-free Wealth Transfer by Prepaying Tuition
Preparing for the Death of a Spouse – Reduce the Stress of Loss through Proper Financial Planning
Organizing Financial Records Before Disaster Strikes: Five Steps to Take Now
Protecting Estates and Benefiting Families: Generation-Skipping Trusts
Family Philanthropy Sharing Values, Leaving Legacies
A Charitable Legacy and Reduced Taxes: The Charitable Lead Trust
Understanding Prenuptial Agreements
Choosing a Financial Planner: How to Select an Advisor to Help You Achieve Your Goals
Protecting Your Heirs: Trusts and Your Estate Plan
Financial Planning the Right Way: Mapping Your Future with a Professional Financial Advisor
Funding Your Trust: A Critical Estate Planning Step
Negotiating an Early Retirement Package
Retirement Transition Planning – Should You Take Early Retirement?
Fort Myers, Florida 33919