Category Archives: Financial Planning

The Wall Street Journal recently published a useful article discussing key estate planning and end-of-life documents to prepare and also stressing the importance of letting someone know where to find them.  Click here to view the full article, or click here to view the summary picture listing the documents.
In an earlier post several months ago, [...]

Confused about the details of the “Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010?”  Not sure how it might apply to your situation?  We are happy to share with you this excellent summary from our friends at law firm Venable LLP.  As noted, some of the provisions and their implications are complex [...]

Courtesy of The Wall Street Journal, here is a link to a recent article, “Tis the Season to be Stupid.” As the title implies, many people make basic mistakes in the year-end rush to donate to charities, amidst other pressing demands.  Whether you need a full education or timely review, this article is a good [...]

A recent article in SmartMoney magazine discussed the challenges of choosing from among the many Medicare plans offered and mentioned resources available to help guide confused consumers.  Some of these resources are free, while others charge fees.  We have used some of the free resources and found them helpful.  The paid services also sound interesting, [...]