Insights

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...