April 30, 2013
We often talk about retirement and the amount of money that will be needed each year during retirement to support our current lifestyle. Unfortunately, a major expense that often gets overlooked is the cost of healthcare and the resources available to supplement this expense. As you plan for retirement, it’s important to factor in your [...]
March 12, 2013
As you are either working on gathering your 2012 tax information or if you are reflecting on the outcome of your already-filed 2012 tax return (good for you, by the way!), then you may want to keep in mind some planning ideas for 2013. I know it may seem early, but it’s never too early [...]
February 19, 2013
Last week we posted a list of the items you will likely need to collect for your taxes. As promised at the end of the post, here are the answers to some common questions about tax filing for college students as well as some information about record retention and what to consider when planning for [...]
February 15, 2013
Have you started the task of gathering tax documents for your 2012 tax return yet? We’ve compiled a list to help you. While some of the items you need will be arriving in your mailbox, others will need to be retrieved online or from your financial records. Here is a list of some of the [...]
December 31, 2012
Tomorrow is the first blank page of a 365-page book. Write a good one. –Brad Paisley, country music singer/songwriter It’s that time again. Time to reflect on the successes and failures of the past year and determine how we can build on the successes and avoid repeating the failures. I have never been much of [...]
December 11, 2012
Today, we presented a check to Lara Chandler and Julia Kathary of Coburn Place and we couldn’t be more excited! If you’ve read our newsletters throughout the year and followed our Facebook page with updates, we have shopped for critical need items for these families, outfitted an apartment to help welcome a family, attended, sponsored [...]
December 7, 2012
Over the course of the year, I have written on many financial topics covering a wide range of technical issues. As I write probably for the last time in 2012, I want to go back to the basic rule of financial planning – the budget. Unlike the Government, households are expected to, and should, [...]
November 21, 2012
In the spirit of the week I thought it would be appropriate to discuss Thanksgiving in light of some of the uncertainty and unknowns in our world and economy at the current time. There has been talk in the news about the holiday shopping starting earlier and earlier and pushing out the Thanksgiving holiday all [...]
November 6, 2012
“You can always count on Americans to do the right thing – after they’ve tried everything else” – Winston Churchill Uninspiring has a couple literal definitions – not stimulating or invigorating or depressing to the spirit. Well you can include both of those definitions in my attitude towards today’s presidential election. For purposes of full [...]
October 26, 2012
After months of campaigning, debates, and countless ads, is it possible this election could come down to a tie? In 1964, the District of Columbia was granted three electoral votes, which provides a total of 538 electoral votes in the Electoral College. That means there is a chance this election could end in a 269-269 [...]
