Yearly Archives: 2010

How to Tackle Your Debts in 2011

How to Tackle Your Debts in 2011

Many people set themselves financial objectives, and I think it’s a great way to keep you financially motivated and focused. It’s a harsh fact of life that getting in debt is so much easier than getting out of it, however with a correct plan of action you can make it easier. Before you can everContinue Reading

Choosing Which State’s 529 Plan to Use

Choosing Which State’s 529 Plan to Use

There are tons of articles discussing which State’s 529 Plan to use, however, most seem to focus on expense ratios and fund choices.  While those variables are obviously important I believe there is another issue that is often ignored.  By living in a certain State and participating in that certain State’s 529 Plan you may receive anContinue Reading

What does a Corporate Lawyer and the Genie from Aladdin Have in Common? Friday Trivia

What does a Corporate Lawyer and the Genie from Aladdin Have in Common? Friday Trivia

I had a really interesting conversation with a client the other day.  To give you a little background, I don’t know him personally (that is to say outside one or two conversations), he is 50 years old, successful, not ultra high worth successful but amazingly comfortable, couple kids, a wife and he wanted to mapContinue Reading

Required Minimum Distributions in 2010

Required Minimum Distributions in 2010

As part of the economic recovery the federal government suspended required minimum distributions in 2009, but RMDs are back for tax year 2010 and forward so a Required Minimum Distribution primer is definitely needed.  While there are actions you can take if you forget your RMD it is much easier to be proactive and actually take your RMD!Continue Reading