Feb 25, 2013 | Protect Your Family
In Part 2 excerpting a first-rate New York Times article by Paul B. Brown, the writer cleverly likens the issue of financial planning to the stages of grief experienced by those who understand they are dying—denial, anger, bargaining, depression and...
Feb 19, 2013 | Protect Your Family
A superb New York Times piece by Paul B. Brown takes its premise from an unlikely source: the late psychiatrist Elisabeth Kübler-Ross, whose famed naming of the five stages of grief—denial, anger, bargaining, depression and acceptance–experienced by dying...
Feb 14, 2013 | Retirement Plans
An article in Reuters Money by Mark Miller earlier this month provided some interesting insight about how boomers, who have “broken the mold at every stage of their lives,” are doing it again for their retirement. Here are the trends that Miller uncovered, showing us...
Feb 11, 2013 | Retirement Plans
This issue has puzzled the more than 3-million individual US taxpayers who claim a home office as to what counts and what doesn’t. Finally, the IRS announced a simplified safe harbor method that individuals may use to compute the home office deduction for tax years...
Feb 5, 2013 | Protect Your Family
The concluding blog excerpted from Christine Benz’s excellent Jan. 3 Improving Your Finances article on Morningstar.com focuses on . . . : Alternative Minimum Tax “What’s Happening: Congress put in place an inflation-adjusted exemption amount for the alternative...
