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THE ULTIMATE FINANCIAL PLAN: DYING WITH A DOLLAR LEFT IN YOUR NAME

With the 2010 Tax Act hanging in the balance, the inertia in our Nation’s Capitol created by a gridlocked Legislative Branch has lead an increasing number of ‘experts’ to conclude that January 1st 2013 could be a day that will live in fiscal infamy. For those lucky few who are blissfully unaware, absent an act of Congress, on 1/1/13 the ...

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THE GREATEST CHALLENGE FACING PHYSICIANS IN 2013

By Neil Thomson, Esq. The challenge to physicians for this upcoming year is unprecedented because of the nexus of two major events: transition to primary implementation of the Affordable Care Act (ACA) and the last minute patchwork deal to avert the immediate effects of a massive tax increase, but not mandated spending cuts or debt. While the transition to the ...

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AN ANNUITY: WHAT NO WELL-HEELED CLIENT CAN DO WITHOUT

Tell affluent client prospects about why an annuity is critical to a balanced portfolio for achieving financial planning objectives and their eyes are likely to roll. How, they might ask, can an annuity–a product commonly used by mid-income households to cover basic expenses in retirement–compare with the many alternative investments available to the wealthy? The better educated among the affluent ...

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