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Monthly Archives: August 2010
Give Your Employees TLC by Spreading the Word on LTC
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 an … Continue reading
Investment Ideas We Can Learn From the Silent Generation
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 even … Continue reading
Posted in Basic Investing, Money Diva, Retirement Planning
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How We Can Learn a Valuable Lesson from Wesley Snipes
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 duped … Continue reading
Beware of the “It Must Be Fate” Investment
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 member … Continue reading
Posted in Basic Investing, Trainer
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Why Pay for Education?
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 the … Continue reading
FSAs: Not so Flexible Anymore
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 reduce … Continue reading
Posted in Employee Benefits, H.R. Guru
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Retirement Distribution Options
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
Posted in Money Diva, Retirement Planning
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Paying Down Debt – Which Theory Works the Best?
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 looking … Continue reading
Posted in Communicator, Money Saving Ideas
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Playing it Safe
With talk about a possible “double-dip” recession looming, investors had better take precaution. I’m not here to say that I think another recession will occur, but at the same time I don’t think the best approach is to bury your … Continue reading
Posted in Basic Investing, Financial Planning, Rebel
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