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Financing Education

529 College Savings Plans

Some basics about 529 College savings plans.

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Election Year Tax Talk: Deciphering the Terminology

Election Year Tax Talk: Deciphering the Terminology

This year’s election chatter is sure to include a healthy dose of tax talk. To keep up, here are five terms you should know. The “Bush tax cuts”

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My office has gone paperless. How do I go paperless at home?

My office has gone paperless. How do I go paperless at home?

Since the start of the computer age, business offices have been going paperless because it saves time, space, and money; it’s easier to stay organized; and there’s less impact on the environment. So, how can you go paperless at home? Here are some tips.

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What is an e-closing?

What is an e-closing?

An “e-closing” refers to a real estate closing process where the parties to the transaction (e.g., sellers, buyers, brokers, and attorneys) can access closing documents online so that they can be reviewed and electronically signed prior to the actual closing date. And, instead of receiving a huge stack of papers, the parties get copies of […]

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Business Owner Succession Planning

What to consider about business owner succesion planning.

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Four Money Mistakes You Might Be Making

Four Money Mistakes You Might Be Making

Four basic money mistakes- jumping on the bandwagon, only saving what is left over, no emergency fund, not asking for help.

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Mortgage Basics

Mortgage 101. Taking you from application through the closing.

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Understanding Long-Term Care Insurance

By on February 20, 2012 in Financing Education, Insurance with 0 Comments

Some basics on Long Term Care Insurance you should know. What it is and how it works.

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Market Commentary from our new Advisor George Fisher

January 2012 – Equities Return Better than All of 2011 January 2012 brought out not only traditional New Year’s Eve resolutions but also a strong market response for those who were resolved to have a good investment year. The S&P 500 was up 4.48% in January or about twice the Total Stock Return for all […]

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Retirement Plan and IRA Limits for 2012

Many retirement plan and IRA limits are indexed for inflation each year. Some of the key numbers for 2012 are discussed below. Elective deferrals If you’re lucky enough to be eligible to participate in a 401(k), 403(b), 457(b), or SAR-SEP plan, you can make elective deferrals of up to $17,000 in 2012, up from $16,500 […]

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