Markets Go Up, Markets Go Down. What can a sane person do? Check out my latest video on avoiding the four most common mistakes investors make: Four Investing Pitfalls
Every moment of the day, both internal and external digital attacks can be made against you. How can you best guard your finances and your reputation from these threats? Review these Do’s and Don’ts to protect yourself. DO’s: ■ Protect all passwords and never share them with anyone. Longer passwords are better; avoid obvious names […]
• Despite the media attention in the wake of several recent natural disasters, emergency planning and disaster preparedness remain relegated to the backwaters of financial planning. This paper argues that the topic merits the same level of consideration in the client-planner dialogue as other holistic planning topics, such as estate planning, asset protection, and insurance risk management.
So, What about that dismal jobs report?
The U.S. Department of Labor’s nonfarm payroll number increased by 244,000 jobs in April, with March’s number revised to 221,000. The number, which represents changes in the payrolls of service-producing, construction and manufacturing companies, exceeded consensus expectations of an addition of 185,000 jobs. It excludes jobs in the farming industry and indicates the amount of […]
Our friends at SEI present an overview of their take on what’s in store for investors in 2011. Read Goobye 2010 Hello 2011.
New rules coming as first changes from health reform kick in By Kristen Gerencher, MarketWatch SAN FRANCISCO (MarketWatch) — Parents who want to add their adult children to their health plans and people concerned they’ll burn through low annual limits on their health benefits if they get sick are about to get some relief as […]
Agreement on premium rates ends uncertainty and confusion for customers Boston—August 5, 2010—Blue Cross Blue Shield of Massachusetts (BCBSMA) has reached agreement with the Massachusetts Division of Insurance (DoI) on premium rates for small businesses and individuals purchasing or renewing their health insurance plans between April 1, 2010 and December 31, 2010. Under the agreement […]
We get lots of inquiries about the best way to treat Social Security Retirement beneifits in the retirement planning process. The following will help provide some insight into important aspects of this benefit: Doing the Math on Social Security July 15, 2010 How are your Social Security benefits figured? This question comes up a lot. […]