Bending the Ten Year Rule
With fixed-income yields so slow, do we bend our Ten Year Rule?
What are Options?
Purchasing an option gives you the right (but not the obligation) to buy or sell a specific asset at a specific price by a specific time. The value of an option is related to that underlying asset; therefore, options belong to a class of securities known as derivatives.
Gifting to Graduates and Newlyweds
‘Tis the season for gifting! And you thought it was just at Christmas. With weekends packed with graduation parties and weddings, there are plenty of opportunities to trigger the gift tax.
Unplanned Business Liquidations
Generally, liquidation is a worst-case scenario for any business. You may lose more than your hard assets. Read why in this Business Tip.
Life Insurance and Terminal Illness
For the terminally ill, life insurance is a valuable resource. We explore some ways life insurance policies can be used. Read more in this Insurance Tip.
President Proposes Reinstating Gift Limits
If you plan to gift your estate, you may want to pay attention to the proposed changes in gift tax laws. Learn more in this Tax Tip.
Financial Choices: College, Retirement, or Both?
It’s the paramount financial conflict many families face, especially as more couples start having children later in life. Should you save for college or retirement? Learn more in this Financial Tip.
Cyber Liability Must Have for Businesses
Even with the most sophisticated data management plan in place, every business is a target for security breaches
Forecasting Business Revenue
Forecasting business revenue calls for a combination of statistical analysis together with sound judgment. Read more in this Business Tip.
Private Insurance Exchange
Private health care exchanges are growing in number and popularity for both individual consumers and businesses. Learn more in this Insurance Tip.