Archive : Financial Planning Category

5 Estate Planning Tips for 2016

January 29th, 2016 by

We are pleased to share with you an article written by David Kauffman, a Wealth Manager at Pinnacle Advisory Group and a former attorney. We invite you to share it with anyone who may be interested.  This is general information that may not apply to your specific situation.  As always, please call us at (305) […]

Did Congress Just Kill Your Social Security Strategy?

October 30th, 2015 by

If you were hoping to execute a ‘File and Suspend’ collection strategy of your Social Security benefits, you only have a few months remaining. Under this week’s budget legislation, Congress is killing off the various “File and Suspend” and “Restricted Application” strategies to allow spousal and dependent benefits to be paid while still earning delayed […]

Providing for Your Pets

September 24th, 2014 by

The following article is written by our good friend Bob Veres, publisher of the financial planning newsletter Inside Information.  Feel free to share this with any pet lovers you know who may be interested. This summer, the entertainment world lost one of its most prominent and popular figures: Joan Rivers. When her estate planning documents […]

The Taxpayer Bill of Rights

August 13th, 2014 by

Have you ever been frustrated with the Internal Revenue Service?  A recent survey “revealed that only 46% of taxpayers believe they have any rights before the IRS.”  In an effort to improve their image, the IRS recently published a “Taxpayer Bill of Rights.”  The National Taxpayer Advocate, Nina E. Olson, said that “…most taxpayers do […]

Why Do So Many Of Our Young Adults Find It So Difficult To Make Their Own Way?

July 9th, 2014 by

An astonishing 75% of young men ages 18-34 and 59% of comparably-aged daughters are receiving some type of financial aid from their parents, according to a new survey from Harris Interactive and the account aggregation firm Yodlee. This survey gives us some very telling statistics about sons, daughters and financial independence. This information is absolutely […]

New Supreme Court Ruling Adversely Impacts Inherited IRAs: Pat Day’s Interview With Complete Senior Magazine

June 23rd, 2014 by

The U.S. Supreme Court ruled unanimously last week that inherited IRAs are not protected from creditors under Federal bankruptcy law. In an interview with Complete Senior magazine, our own Pat Day talked about the ruling and how it may impact the estate planning we do for our clients. According to Pat, “From a planning perspective, […]

Heartbleed and internet security status update

April 17th, 2014 by

We have no knowledge of any security violation in any of the systems we use.  However, as you may have heard, a newly discovered vulnerability called “Heartbleed” has been found that allows unauthorized access to web sites thought previously to be fully secure.  This vulnerability is a current hot topic in the popular media and […]

Citizens Insurance … Saying “Good Bye”

November 13th, 2013 by

We recently received the attached article from a (very…) interested client, and wanted to pass it on to you in case you have not seen this topic discussed in this high level of detail.  It seems pertinent to anyone now covered by Citizens insurance, in particular those covered for “wind” damage.  Although we normally write […]

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