While reviewing The Wall Street Journal’s Personal Finance Site, I came across a great article written by Tom Herman titled, “Early Filers Piles on Errors.” Mr. Herman highlights Most people who got a payment last year won’t qualify for an additional credit on their 2008 return. But millions of people who didn’t get anything, or…
One of the Planner’s asked me an interesting question the other day, What can we do when someone doesn’t take their Required Minimum Distribution? Before we get into my research, lets start with the question, what are RMDs? Like I have said in the past, when you have a question like this go to the source, the…
I learned something yesterday that I figured I would share with my readers. Not sure how many of readers actually own Long Term Care Insurance but I learned something about yet another positive about it. Before getting into what I learned and want to share, a quick definition of long term care insurance. Rather than…
I know the title may be a tad dramatic, but I read an article from The Economist where the Author makes note that the deficit had been reduced (from 2004 to 2007) by, at least in part, due to the increase in income taxes from the wealthy getting wealthier in this country. Take a moment…
I have always prided myself in my research abilities, whether it be during my undergraduate years, post-graduate education, or during my working career. In fact I would have to say at least I spend at least 5 to 10 hours a week researching random questions for planners at my firm. While clerking (basically working for…
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