Blog

Blog Posts

  • The King of Pop and the King of Rock and Roll Had a Lot in Common

    July 1, 2011
    By Jon T. Meyer, CFP® June marked the second anniversary of Michael Jackson’s death. August will mark the 34th anniversary of Elvis Presley’s death. Both men changed a generation’s music. Yet both men made the same mistake―they both made their estates go through probate. Just Google either name with the word ...
    Read more
  • Guns, Rugs, Art and Gold―A Taxing Affair

    July 1, 2011
    By Jon T. Meyer, CFP® Have you noticed how the commercials on late-night television have changed? Two years ago, commercials wanted to buy your gold. Today, it is about how they want to sell you gold. It makes sense. They bought your gold at a lower price and now they want ...
    Read more
  • ROI: The College Major and the Value of a College Degree

    July 1, 2011
    By Daniel Smith The comprehensive cost of a bachelor’s degree at a public university can easily surpass $100,000. You can add another $50,000 to $100,000 to this total for a private college. Rising tuition and exploding student debt combined with a weak job market has created a debate over the true ...
    Read more
  • Physician, Heal Thyself

    May 26, 2011
    By Jon T. Meyer, CFP® My father owned his own business. He was an electrician. When we built a home when I was about 10 years old, he forgot to add plate covers to all of the light switches. There were several nights when my finger was searching for a switch ...
    Read more
  • Retirement: The Ultimate Holiday

    April 28, 2011
    By Jon T. Meyer, CFP® What is more precious to you―planning for a week’s vacation or planning to avoid a weak retirement? That was the question posed to several of the 15,000 people that visit the Statue of Liberty every day. AXA Equitable led the questioning as a reminder for National ...
    Read more
  • Social Security Survivor Benefits

    April 1, 2011
    By James Clemensen, CFP®  Similar to our previous write-ups on Social Security spousal strategies, approaching Social Security survivor benefits with a well-thought-out strategy can also have a significant effect on one’s success in retirement. Social Security benefits are of increased importance for widows/widowers, but they are commonly mismanaged due to ...
    Read more
  • The Future of Tax Freedom Day

    March 30, 2011
    By Jon T. Meyer, CFP® The Tax Foundation estimates that in 2010, Tax Freedom Day in the United States was May 17. The organization does not have an estimate yet for 2011. In the United Kingdom, the Adam Smith Institute estimates that May 29, 2011, will be Tax Freedom Day for ...
    Read more