“May I Introduce You To Mr. Roth?”

Posted by on Aug 5, 2013 in General | 0 comments

“May I Introduce You To Mr. Roth?” Congress officially sanctioned Mr. Roth to assist savers way back in 1997. He was named after a real Mr. Roth, Senator Bill Roth, a Republican from Delaware. Since then, thousands of savers have taken advantage of his many talents in supporting their goals.   The first thing to […]

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Estate Planning “Lessons” from Tony Soprano

Posted by on Jul 16, 2013 in General | 0 comments

It seems that Mr. Gandolfini’s will is a disaster. The New York Daily News reviewed it, and found it to be a nightmare, at least from a tax standpoint. Apparently, the 51 year-old actor left 80 percent of his $70+ million estate to his sisters and his 9-month-old daughter — which, as result, means that […]

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2013 Mid Year Tax Moves

Posted by on Jul 8, 2013 in General | 0 comments

2013 Mid-Year Tax Moves You know how good coaches are usually famous for making adjustments during the halftime of big games? Well, here I am — acting as your financial coach in matters tax-related, and we’ve just about hit halftime for 2013.  We now have six months of financial info to use for some quick […]

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Rules For a Financially-Happy Marriage (Part 2 of 2)

Posted by on Jun 1, 2013 in General | 0 comments

So let’s dive right in, shall we? First, look carefully at your company‘s benefits plan. Disability insurance is probably the most neglected insurance. Consider signing up through a work plan. More employers are implementing flexible savings accounts, which allow you to pay for various medical and other specific types of expenses with pretax dollars. They […]

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