Category Archives: Articles from Our Experts

Change is Around The Corner For S- Corporations

By admin | Published: July 9, 2010
BY CRAIG D. WHITAKER, CPA Like many of us small business owners, we have organized our businesses in such a fashion to take advantage of favorable tax treatment allowed by filing an S-Corporation. S-Corporations have long proven to be the entity of choice for those successful business entrepreneurs who would like to minimize their self [...]
Also posted in Tax Topics | Leave a comment

For a Higher Yielding Investment – The Return of the Personal Loan

By admin | Published: April 27, 2010
With continued low interest rates, most people are looking for a better yielding investment. At the same time, lending requirements are relatively tight for most consumers. Both needs could be addressed by borrowing outside the banking system from family or friends. It is likely that the lender could obtain a higher interest rate than the [...]
Also posted in Financial Planning, Investment Topics, Tax Topics | Leave a comment

What to Expect from Sudden Wealth

By admin | Published: November 5, 2009
By Donald L. Haisman, CFP® Our Informative Whitepaper Do not be surprised if you find it hard to handle how you should live now that you suddenly find yourself with wealth. You need to be on solid ground emotionally and have a plan of action, otherwise the winnings will make your life difficult. The key to your [...]
Also posted in Financial Planning, Investment Topics, Wealth Protection | Comments closed

Long Term Care Insurance and Financial Planning

By admin | Published: September 14, 2009
By Roger J Macaione Jr. CFP, CLU The possibility of a long term care need is much too great to ignore in assembling the pieces of a sound financial plan today. The stark statistics speak for themselves:¹ About 70% of individuals over age 65 will need at least some type of long  term care services in their lifetime Over [...]
Also posted in Estate Planning, Financial Planning, Insurance & Healthcare Information, News, Retirement Issues, Wealth Protection | Comments closed

Looming Changes in Healthcare

By admin | Published: September 14, 2009
By Gerald E. (Ted) Connally Healthcare is going to change, and the change will be rapid and dramatic. Regardless of your political view, costs will continue driving up; health insurance will not easily adjust to the results of legislative action now and over the next 18 months.  Medicare will cover less and be less welcome, and non-Medicare [...]
Also posted in Financial Planning, Insurance & Healthcare Information, Retirement Issues | Comments closed