Let’s Make A Plan…

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Have you seen the new CFP® TV commercial yet (take a look here)? Pretty Interesting.  The commercial is currently airing on stations that include History Channel, Travel Channel, HGTV, ESPN, MSNBC, CNN and Fox News. The CFP Board, who issues…

Compromise on Taxes?

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You’ve no doubt heard stories this week that the Obama Administration and Republican leaders have negotiated an end-of-year tax deal which will, among other things, extend the current income tax rates for the next two years for all Americans.  Capital…

Changing the Definition of “Wealthy”

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Historically, most people have not had to consider the problem of owing Federal estate taxes at their death. With little or no estate planning, most property you own at death is subject to this tax, and will likely include things…

Make the Most Out of Your Open Enrollment Period

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It is that time of year again! As we approach the holiday season, many employers will open their employee benefits enrollment period for the year ahead. Are you prepared to take full advantage of the benefits that are offered? Beyond…

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