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Blog Posts

  • Preparing for a Financial Emergency

    Preparing for a Financial Emergency

    April 12, 2013
    Fire, flood, tornado, hurricane, theft (including identity theft), sudden illness, disability or a sudden death in the family—any of these can lead to a financial emergency. Yet most of us are not prepared. We should all have some extra food and water, but it is the financial ramifications that ...
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  • Should You Deduct Investment Advisor Fees on Your Tax Return?

    Should You Deduct Investment Advisor Fees on Your Tax Return?

    April 9, 2013
    It is that time of year when everyone believes tax planning is happening. But there is a big difference between tax planning and tax preparation. Don’t blame your accountant if you owe money, and don’t praise them if you get a large refund; whatever happens now is just an aftereffect ...
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  • Business Owners and Healthcare Reform: Part 2

    Business Owners and Healthcare Reform: Part 2

    March 25, 2013
    In my last post, I outlined how much has changed since the Affordable Care Act was passed in 2010. Over the past several years, subtle adjustments have been made to health care, with more of the actual rules being written in 2013. Last week, I laid out what the changes ...
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  • Business Owners and Healthcare Reform: Part 1

    Business Owners and Healthcare Reform: Part 1

    March 18, 2013
    This is a transition year for healthcare reform. State legislatures are preparing for health insurance exchanges, while many people are unsure of what their benefits and premiums will look like starting January 1, 2014. In the middle are business owners, who have many new issues to understand about the healthcare ...
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  • Where Should You Retire?

    Where Should You Retire?

    March 13, 2013
    U.S. News & World Report just released a list of the top 10 worst places to retire. None of them are very surprising—they all have expensive housing, high taxes and high healthcare costs (New York, San Francisco or Honolulu, for example). Spending is the key to how big your pile ...
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  • Are You Making This Common Estate Planning Mistake? A Lesson from My Grandma

    Are You Making This Common Estate Planning Mistake? A Lesson from My Grandma

    March 7, 2013
    As I kid, I used to spend weeks of every summer on my grandmother’s farm. It was a fun place, since she let us shoot soda bottles, build forts in trees, explore the old barn and even use the riding lawn mower. Yes, even mowing many acres was fun ...
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  • Choosing the Right Retirement Community

    Choosing the Right Retirement Community

    March 7, 2013
    By Cindy Ray, Communications Specialist for Presbyterian Homes & Services It is often said that it is not where you live but how you live that is important. While this is certainly true, where you live, at least for older adults, very much determines how you live. Most people move at ...
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