Financial Tip: The New Estate Tax Rules and Your Estate Plan
2010 Tax Act created new provisions for estate tax laws. Read how these may temporarily affect your estate plan in this week’s Tax Tip.
Welcome Relief: Markets Continued Their Upward Trend
With the Eurozone rescue package approved, Dr. Gene, Ted Parrish, CFA, and Bil Lako, CFP® discuss the economic news that drove the markets higher.
Planning for the “What Ifs”
Life comes with many “What Ifs.” Bil Lako, CFP® and Dr. Gene explain you can financially plan for many of them.
The Spousal IRA Rule
If you are a stay-at-home parent, you may be able to contribute to an IRA based on the combined compensation of you and your spouse.