Blog Archives

LET’S HEAR IT FOR . . .VOLATILITY?

As the late, great philosopher Yogi Berra is alleged to have said, “it is hard to make predictions, especially about the future.” And, as it relates to the stock market, volatility doesn’t make predictions any easier. The word itself can

Posted in 401k, Asset Allocation, Obamacare, Protect Your Family, Retirement Plans, Risk and Rewards Tagged with: , ,

RETIREMENT STATEMENTS: TRUE OR FALSE?

Most assumptions, Marshall McLuhan said, have outlived their uselessness. And when it comes to retirement assumptions, as Tom Sightings writes in a splendid usnews.com piece, there are reasons why “some of them are true, some are false and a few

Posted in Do You Know, Obamacare, Planning for Longevity, Retirement Plans, Tax Planning and Deductions Tagged with: , , , ,

ABOUT THOSE INCORRECT HEALTH CARE TAX FORMS

There’s been a veritable cascade of news stories on the subject, but one of the best we’ve seen is the journalofaccountancy.com piece by Alistair M. Nevius: “The federal government announced on its HealthCare.gov website that many taxpayers who signed up

Posted in Health Care Costs, Obamacare, Retirement Plans Tagged with:

MORE ABOUT HEALTH COSTS & RETIREMENT-AFFORDABLE CARE ACT STRATEGY

Is there a day that goes by without yet another media story about health costs in retirement? Probably not and for the simple reason that it’s such a vital issue in people’s lives, and one of the very best pieces

Posted in Health Care Costs, Obamacare, Planning for Longevity, Retirement Plans Tagged with:

YES, YOU GAVE THE RECEPTION DESK YOUR INSURANCE CARD, BUT WHAT DO YOU OWE?

No matter what your position is on the Affordable Care Act and what it may or may not do, it’s safe to say that when it comes to paying for health care, three dreaded words for consumers are: out of

Posted in Health Care Costs, Obamacare

WITH ALL OF THIS TALK OF HEALTHCARE, DON’T FORGET TO SET UP YOUR HEALTH SAVINGS ACCOUNTS

And yes, we can set that up for you and your company. Contributions to HSAs generally are tax deductible by the eligible individual in whose name the account is established. Contributions made by an employer are treated as tax-free employer-provided

Posted in Do You Know, Health Care Costs, Obamacare, Protect Your Family

OBAMACARE IS NEAR—WHAT IT MEANS FOR YOU, CONCLUSION

Wall Street Journal reporter Anne Tergesen’s excellent piece on the Affordable Care Act–headlined The Health-Care Overhaul: What You Need to Know—concludes by focusing on . . .   Tax Credits “Also factoring into the premium equation are tax credits. Individuals

Posted in Health Care Costs, Obamacare, Pension Parameters

OBAMACARE IS NEAR—WHAT IT MEANS FOR YOU

Are you ready for the Affordable Care Act?  In a superb Wall Street Journal piece—headlined The Health-Care Overhaul: What You Need to Know–Anne Tergesen points out that its “financial protections and coverage requirements are likely to help older Americans the

Posted in Health Care Costs, Obamacare