Author Archives: admin

Don’t Let Crooks Steal Your Tax Refund

Between 2011 and the end of 2013, the IRS says the agency caught and stopped 14.6 million suspicious returns, and doubled indictments and sentencings in fiscal year 2013. Criminals acquire

Posted in Affluent Families, Tax Topics | Comments closed

Make Philanthropy an Important Part of Your Estate Plan

How will you choose to allocate your accumulated wealth during the course of your lifetime? The decisions are complicated and very personal. Philanthropic giving can create an opportunity to balance

Posted in Charitable Gift Strategies, Financial Planning | Comments closed

Make Philanthropy an Important Part of Your Estate Plan

How will you choose to allocate your accumulated wealth during the course of your lifetime? The decisions are complicated and very personal. Philanthropic giving can create an opportunity to balance

Posted in Charitable Gift Strategies, Financial Planning | Comments closed

Does Your Portfolio Reflect Your Risk Tolerance?

When it comes to investing, many people associate risk with losing money. But investing entails different types of risk. Understanding each type of risk and the potential return associated with

Posted in Affluent Families, Business & Non-Profit Organizations, Investment Topics | Comments closed

Recognizing Online Scams

According to the Federal Trade Commission (FTC), identity theft is the fastest growing crime in America, affecting nearly 10 million people each year. This crime occurs when a thief obtains

Posted in Affluent Families, Wealth Protection | Comments closed

Lofty Goals, Limited Means — Finding Ways to Boost Your Investments

If you’re ready to start investing or ramp up your current investment initiatives but there just doesn’t seem to be enough money left over at the end of the month,

Posted in Affluent Families, Financial Planning, Investment Topics | Comments closed

Women, Money and Today’s Retirement

Despite all of the other advances made in our society in recent generations, women continue to face unique challenges when it comes to preparing for their financial futures. Recognizing the

Posted in Affluent Families, Financial Planning, Retirement Issues | Comments closed

Creating a Plan for Effective Wealth Transfer

Investors often concentrate on accumulating assets, but how much time and energy is spent on preserving those hard-earned assets for future generations? Not nearly enough. Have you considered any of

Posted in Affluent Families, Estate Planning | Comments closed

The Affordable Care Act

The most significant implications of the Patient Protection and Affordable Care Act of 2010, also known as "Obamacare," are just around the corner. In addition to having wide-ranging effects on

Posted in Affluent Families, Healthcare Reform, Insurance & Healthcare Information | Comments closed

The Basics of Long-Term Care Insurance

Thinking about the need and the costs of long-term care is enough to make anyone uncomfortable. But while it’s a difficult subject to talk about, it’s also a topic that

Posted in Affluent Families, Financial Planning, Insurance & Healthcare Information | Comments closed