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Digital property management: Do you use email, online banking and brokerage accounts? Do you have social and business network pages, blog or Twitter accounts? What happens to these accounts if you become incapacitated or pass away? Every attorney I've asked had...
A Fatal Flaw? Does your company offer you advice on your 401(k) plan (60% of companies do)? Do you take advantage of it? A recent Wall St. Journal article points out that only 1/4 of employees who have access to advice through their employer actually take advantage of...
Financial Planning: Self-employed business owners & Corporate Executives During our WealthScan Reviews with clients we do a “lifeboat Drill” – a vision exercise where we ask tough questions regarding the vulnerability of the client's current plan against the...
IRS JUST RELEASED NEW 401(k) LIMITS AND NEW EXEMPTIONS FOR 2012 Taxpayers will be able to set aside an extra $500 in 401(k) plans and benefit from an additional $120,000 estate tax exemption in 2012, under cost-of-living adjustments announced by the Internal Revenue...
THE COLLEGE SEARCH My wife Joni and I are about to embark on that great adventure-- the search for the "right" schools for our twins (!!) Leah and Will. This will be the third time we're going through this exhausting, painful (and wonderful) exercise. Two...
This July, EBRI.org published its annual, much anticipated Retirement Confidence Survey. Some astounding findings: Only 13% of workers are “very confident” they will have a comfortable retirement. Only 27% of workers are “not at all confident about saving enough...
Welcome to our first post on our new blog! In the coming months, this area of our website is going to be a place where we communicate with you and let you know of insight, news, stories, and an occasional rant on a wide range of financial and lifestyle topics that are...