financial planning

10 Questions to Ask YOUR Financial Advisor

Wednesday, December 07, 2011
As is our custom at the end of each year, here are 10 questions you MUST ask your financial advisor. This list is a great starting point when questioning your financial advisor (remember, he or she works for you!).
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10 Things You Probably Didn’t Know About Retirement Plans (1 of 2)

Tuesday, December 06, 2011
This is the first piece of a two-part article delving into 10 things you probably didn’t know about retirement plans. While many of the rules applicable to retirement plans are easy to remember, there are some important ones that are not always at the forefront of your thought process, and may impact your financial well-being. We present some of those here, and will follow up with others next we
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2012 Retirement Plan Cost-of-Living Increases

Tuesday, November 29, 2011
The Internal Revenue Code sets dollar limitations on benefits and contributions applicable to qualified retirement plans and IRAs. Many limitations will change since the Consumer Price Index (CPI) increase met the statutory threshold that triggers their upward adjustment. Listed below are a few of the items that are scheduled to increase in 2012.
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What 2012 IRA, Tax, Social Security Changes Mean For YOU

Wednesday, October 26, 2011
Social Security and Supplementary Security Income (SSI) beneficiaries are receiving a cost of living adjustment (COLA) in 2012, the first time this has happened in several years. While this may sound like a good thing, it’s actually a “mixed bag” for a couple of reasons.
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Selecting the Right Financial Advisor for YOU

Tuesday, October 25, 2011
One of the first things you should consider before thinking about selecting a financial advisor is putting together a list of goals you wish to accomplish. This list will provide the basis for establishing your planning objectives.
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IRA, 401(k) Contribution and Income Limit Changes in 2012

Monday, October 24, 2011
Employees with higher incomes will be eligible for a tax break if they save in a traditional IRA, can contribute to a Roth IRA, or qualify for the saver's credit. That's just one piece of good news from an IRS announcement late last week. Click to read the others.
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See-Through Trust Deadline Right Around The Corner

Wednesday, October 19, 2011
October 17th is not the only important date this month for retirement account owners. This past Monday was a date circled on the calendar of many of you. For most of you, that was the final deadline to complete a timely Roth recharacterization of a 2010 Roth IRA conversion (the deadline is now October 31st for certain individuals affected by Hurricanes Irene and Lee, or the wildfires in Texas). Click to read more about why October 31st is also a key deadline to be aware of.
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