March 30, 2013 – Tax Preparation Tips

Posted by on Mar 30, 2013 in Radio Show | 0 comments


Chris is joined this week by Jack Hachey and Herb Montgomery, two sponsors of the show, to chat about tax preparation. Both guests offer ideas and reminders for successful tax preparation. Chris also talks about upcoming seminars and the Red Cross Heroes Breakfast. All that, the market report, and Mike Burton and the Mortgage Minute on this week’s Something More.

Read More

Estate Planning Basics

Posted by on Mar 9, 2013 in Estate Planning | 0 comments

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs.

Read More

Advanced Estate Planning Concepts for Women

Posted by on Mar 9, 2013 in Estate Planning | 0 comments

Statistically speaking, women live longer than men; if you’re married, that means that the odds are that you’re going to outlive your husband. That’s significant for a couple of reasons. First, it means that if your husband dies before you, you’ll likely inherit his estate. More importantly, though, it means that to a large extent, you’ll probably have the last word about the final disposition of all of the assets you’ve accumulated during your marriage. But advanced estate planning isn’t just for women who are or were married. You’ll want to consider whether these concepts and strategies apply to your specific circumstances.

Read More

Estate Planning Key Numbers

Posted by on Mar 9, 2013 in Estate Planning | 0 comments

You will find here some key numbers associated with estate planning, as well as the federal gift tax and estate tax rate schedules for 2012 and 2013 on the tables below.

Read More

January 19, 2013 – Social Security, Organizational Tips, Author Felice Cohen, Gun Control

Posted by on Jan 19, 2013 in Radio Show | 0 comments

Chris welcomes Kurt Czarnowski, Social Security expert, back to the show on this week’s Something More. Kurt talks about what has changed in Social Security and Medicare in 2013 and offers some strategies for maximizing your social security benefits. Author Felice Cohen talks about her book, What Papa Told Me, in the “something more” segment, and also offers some pretty interesting organizational tips, based on her experience of living in a tiny NYC apartment. Mike Burton offers mortgage tips in his Mortgage Minute and Chris discusses gun control and Governor Patrick’s proposed tax increases in the show’s second hour.

Read More