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Monthly Archives: August 2010
Tweet Most employees know every year to expect to make key decisions about their health insurance coverage, usually each fall. But, are they aware that there are other critical decisions regarding voluntary benefits that may not even be subject to … Continue reading
Tweet When you go to the grocery store today to pick up a gallon of milk you have the opportunity to choose between whole milk, 2%, 1% or fat free and don’t forget that you can choose organic milk or … Continue reading
Tweet Wesley Snipes was recently sentenced to three years in prison for failing to pay over $15,000,000 in taxes. It could have been worse for him; the sentence was considered light because “jurors accepted his argument that he was innocently … Continue reading
Tweet Somehow I found myself in a conversation the other day concerning what we perceived were the most interesting investment choices we knew friends/family to have made. The one that immediately came to my mind was the one a family … Continue reading
Tweet As some of you may know, I used to be a financial advisor with the brokerage affiliate of a national bank. As a financial advisor, I made a living by providing advice and selling investment products and services. Since … Continue reading
Tweet Effective as early as next year, the IRS will begin to limit the advantages of the Flexible Spending Account (FSA) on two fronts. First, a cap of $2,500 will be imposed for 2013 and later FSA contributions which will … Continue reading
Tweet I was wondering why he would want to take a 50% lump sum distribution on his pension and take the rest as income when he was only 54 (going to retire at 55) and had a lump sum already … Continue reading
Tweet In the last few months, I have fielded calls about paying off debts, and which of the many theories about debt pay off works the best. There are 3 primary theories out there that are being pitched to individuals … Continue reading