Tips for Avoiding Investment Mistakes
Of course, everyone makes mistakes, but some are worse than others. For instance, the types of errors you might commit when investing in equities could haunt you for years, dramatically…
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Nine Ways for Business Leaders to Help
As the owner or manager of a business, one of your main responsibilities is to be a leader. But leading is about more than just taking charge and exerting authority….
Would You Benefit from a SLAT?
Despite favorable changes under the American Taxpayer Relief Act of 2012 (ATRA), comprehensive estate planning remains a challenge. However, a relatively simple technique, called the spousal lifetime access trust (SLAT),…
Helpful Tax Updates and Reminders
With new provisions of the Affordable Care Act scheduled to go into effect, here are some updates and reminders that you should be aware of, along with links to more…
IRS Offers Nine Tips for Charitable Gifts
The IRS rewards the generosity of taxpayers who bestow charitable gifts on those who are less fortunate than they are. But there are plenty of “ins” and “outs” to the…
How to Overcome a Retirement Shortfall
People are living longer these days. That is good news, of course, but it also means that you may have to provide yourself with a bigger cushion in retirement than…
Small Businesses: Prepare for Health Care Reforms
Ready or not, many key provisions in the massive health care law—the Patient Protection and Affordable Care Act of 2010 (PPACA)—take effect next year. In fact, employers must meet certain…