Avoiding Tax on Your Social Security Benefits

Month: March 2013

March 15, 2013  |  

Are You At Risk?

Many wealthy individuals and families lack adequate liability insurance coverage, according to a report recently released by Ace Private Risk Services. In the study, they found that many families are poorly prepared for lawsuits and other liability losses. They have too little insurance coverage or in some cases, no coverage at all. Most people underestimate the cost of […]

March 8, 2013  |  

Traps That Successful Investors Avoid: The Yield Trap

Smart people sometimes fall into traps when they invest. There are plenty of seductive pitches out there. That’s why this series of posts is about traps that successful investors avoid. My goal is to help you recognize traps and to establish good habits that will drive your financial success. When interest rates are low, products […]

March 5, 2013  |  

Understanding Sequestration

If you like political drama, you’re in luck. It seems like just yesterday the news was filled with references to the fiscal cliff. Now, sequestration dominates the headlines. Look for more political confrontation to unfold as sequestration gets under way. What Exactly is Sequestration? Sequestration refers to a series of automatic, across-the-board spending cuts to […]