Working with an experienced tax professional for tax preparation and tax planning can often result in reducing one’s tax bills or avoiding unnecessary surcharges. How often does an individual decide … [Read more...] about MEDICARE SURCHARGE PREMIUM – RETIREMENT PLANNING NEEDS TO BEGIN BEFORE RETIREMENT
Wealth Preservation Strategies
Best College Savings Plans for 2013
A favorite tax planning strategy for many families is to contribute to a College Savings Plan. What some donors do is automatically make a contribution to the 529 plan in the state where the recipient … [Read more...] about Best College Savings Plans for 2013
Asset Protection – Auto Insurance Coverage
We recently were told the following story. Parents bought their son a car as a graduation gift (titled in parents’ names). When the parents called their auto insurance carrier and requested quotes, … [Read more...] about Asset Protection – Auto Insurance Coverage
WHY DID MY EMPLOYER CHANGE ITS EMPLOYEE POLICY MANUAL FOR CELL PHONES?
Employers create Employee Policy Manuals for numerous reasons. One reason could be to manage the risk of liability for the employer. Since many employers provide their employees with cell phones, and … [Read more...] about WHY DID MY EMPLOYER CHANGE ITS EMPLOYEE POLICY MANUAL FOR CELL PHONES?
SOCIAL SECURITY STATEMENTS GO ONLINE
The Social Security Administration (SSA) has added a new feature to its website. It is called “my Social Security” and can be found at http://www.ssa.gov/ by using the “my Social Security” menu option … [Read more...] about SOCIAL SECURITY STATEMENTS GO ONLINE
EMPLOYEE & EMPLOYER PERSPECTIVES – 401(k) FEES & FIDUCIARY DUTY
In our Feb. 5, 2013 blog, we discussed the importance of periodically reviewing the performance of your 401(k) retirement funds with your investment advisor and CPA. A good example of the importance … [Read more...] about EMPLOYEE & EMPLOYER PERSPECTIVES – 401(k) FEES & FIDUCIARY DUTY