Blog Posts

  • 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 ...
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  • 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 ...
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  • 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 ...
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  • Medicare Recipients – 46 Million Strong and Growing

    February 28, 2011
    By Margaret LeClair, PhD Economics, CEO of LeClair Insurance, a national healthcare brokerage agency Over the last 10 years, healthcare has become the largest industry in America. U.S. healthcare spending was 17.3% of our gross domestic product in 2010. This means that of every dollar we spend in this country, 17.3 ...
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  • Money and Family―Investment or Gift?

    February 25, 2011
    I have always maintained that investing with family is a zero-sum game. I am not insinuating that helping family members in this slow economy is the wrong thing to do. Many family members might need help due to lost jobs, devalued housing, high debt loads or even the stresses placed ...
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  • Historic?… The Numbers and Instincts Say So

    February 1, 2011
    As I deliberated on the topic for this article, I briefly toyed with the idea of providing timely tips for eliminating drafts from the rooms of your house. I’ve opted instead for another dangerous leap into the realm of real estate punditry. Last year saw the end of price free-fall in ...
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  • Dow 12,000—It Is Just a Number

    February 1, 2011
    By Jon T. Meyer, CFP®  I have an advantage in my position as a financial advisor. I get to watch the behavior of many people who, from the outside, look similar. I can think of many clients who are 55 to 65, making similar income, with similar assets and a similar ...
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