The April 2009 newsletter is now available online. It includes an update on market conditions, plus information on the Cobra subsidy, writing off worthless securities on your taxes, an estate planning pitfall to avoid, a conversation for parents about saving for retirement vs. college, and a how-to … [Read more...]
Retirement V. College
So many parents struggle with the dilemma of whether they should prioritize saving for kids' college or their own retirement. Some parents believe that children benefit the most from being responsible for their own college funding through personal work, savings, scholarships, and borrowing to get … [Read more...]
Detail on COBRA subsidy
If you've lost your job since September 1 of last year, you'll want to read this post. The American Recovery and Reinvestment Act (the Act) provides COBRA premium assistance, which offers a temporary 65% reduction in COBRA premiums for eligible beneficiaries. This new provision will affect former … [Read more...]
March Monthly Newsletter
The March monthly newsletter is now out. It includes information on current economic conditions, how to create your own Equity Indexed Annuity, figuring out if your insurance company is secure, Roth IRA conversions, and the Making Work Pay tax credit. To view it, click here. … [Read more...]
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