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LET’S HEAR IT FOR . . .VOLATILITY?

LET’S HEAR IT FOR . . .VOLATILITY?

Oct 18, 2015 | 401k, Asset Allocation, Obamacare, Protect Your Family, Retirement Plans, Risk and Rewards

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 connote many things,...
RETIREMENT STATEMENTS: TRUE OR FALSE?

RETIREMENT STATEMENTS: TRUE OR FALSE?

Oct 2, 2015 | Do You Know, Obamacare, Planning for Longevity, Retirement Plans, Tax Planning and Deductions

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 of them are in...
ABOUT THOSE INCORRECT HEALTH CARE TAX FORMS

ABOUT THOSE INCORRECT HEALTH CARE TAX FORMS

Mar 9, 2015 | Health Care Costs, Obamacare, Retirement Plans

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 for health...
ON MEDICARE AND SUPPLEMENTAL INSURANCE

ON MEDICARE AND SUPPLEMENTAL INSURANCE

Oct 19, 2014 | Health Care Costs, Obamacare, Retirement Plans

Seniors know that when the calendar turns to October their mailboxes begin getting stuffed with Medicare-related “supplemental plan” sales material. (And don’t get us started on the blizzard of TV commercials.) One plan promises this, the other one promises that. And...
MORE ABOUT HEALTH COSTS & RETIREMENT-AFFORDABLE CARE ACT STRATEGY

MORE ABOUT HEALTH COSTS & RETIREMENT-AFFORDABLE CARE ACT STRATEGY

Oct 9, 2014 | Health Care Costs, Obamacare, Planning for Longevity, Retirement Plans

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 on the subject we’ve come across is Steve Vernon’s...
YES, YOU GAVE THE RECEPTION DESK YOUR INSURANCE CARD, BUT WHAT DO YOU OWE?

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

Oct 25, 2013 | Health Care Costs, Obamacare

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 pocket. Based on an interesting benefitspro.com.piece by Kathryn...
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