Category Archives: Articles from Our Experts

2010 Healthcare Act Highlights

By admin | Published: January 18, 2011
By Eric Belisle, CPA Highlights of some of the tax provisions of the 2010 Health Care Act as Amended by the 2010 Health Care Reconciliation Act COST OF EMPLOYER-SPONSORED HEALTH COVERAGE INCLUDED ON W-2 New Law- Effective after 12/31/10 employers must disclose on each employee’s form W-2 the value of the employee’s health insurance coverage [...]
Also posted in Affluent Families, Business & Non-Profit Organizations, Tax Topics | Comments closed

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 Affluent Families, Financial Planning, Investment Topics, Tax Topics | Comments closed

What to Expect from Sudden Wealth

By admin | Published: November 5, 2009
What to Expect from Sudden Wealth 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 [...]
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 [...]
Also posted in Estate Planning, Financial Planning, Insurance & Healthcare Information, News, Retirement Issues, Wealth Protection | Comments closed