Category Archives: Affluent Families

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

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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

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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

Also posted in 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,

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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

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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

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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

Also posted in 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

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Supreme Court Expands Access to Tax, Retirement, and Other Benefits

The Supreme Court decision to strike down the Defense of Marriage Act (DOMA) — ruling key aspects of the law as unconstitutional — immediately opens the door to a raft

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Aggressive Growth for Aggressive Goals

You’re probably aware that stock funds may help you pursue long-term financial goals. That’s why they are generally a smart choice for your retirement investment mix. But not all stock

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