What financial, business or life priorities do you need to address for 2014? Now is a good time to think about the money moves — investing, saving or budgeting methods — you could employ toward specific objectives. Some year-end financial moves may prove crucial to the pursuit of those goals as well. What can you…
Read MoreThe case for working past 65. Increasingly, when baby boomers are looking at retirement planning, they are urged to work until full retirement age or beyond. (Social Security defines “full” retirement age as 66 for those born from 1943-1954; it incrementally rises to 67 for those born in 1960 or later). If your health and…
Read MoreHealth care reform has many fans and many detractors. Amid all the sound and fury, the plain facts risk being blurred. So here is a look at where the reforms stand, and what they potentially offer you. Here is how the health care exchanges will operate. According to healthcare.gov, open enrollment in the new health…
Read MoreWant to be on TV? I’m involved with Core Media Group (http://www.coremediagroup.com)—the company responsible for American Idol and others. They are putting a documentary style show on a major network channel about people who come into wealth overnight. It is not a “reality” show, but more of a documentary format. They are working with me because, as…
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If you are leaving your employer, everyone knows that you have the option of doing a 401k rollover into an IRA. But did you know you actually have three 401(k) rollover options? 3 Smart 401k Rollover Options: 401k rollover to an IRA. This is the most common and well known, thanks in part to Fidelity’s…
Read MoreIt can happen all of a sudden. Money that may or may not be expected comes to you overnight. But just what is sudden wealth? There’s gradual money and there’s money that comes suddenly. Most of us are used to gradual money—earning an income and building a nest egg over time. It’s a slow and…
Read MoreHaving worked with lottery winners and being recognized as a national expert on sudden wealth, I have financial advice for lottery winners. But first . . . congratulations on your win! As you’ve probably realized, nothing could have prepared you for the rush of emotions and adrenaline. [Read about our Sudden Wealth Lottery Winners Services]…
Read MoreAbout 40% of Americans have no life insurance. LIMRA, an insurance industry group analyzing insurance trends in the U.S., recently found that among men and women, ownership of life insurance policies has hit its lowest level since 2004. LIMRA’s most recent study shows 39% of men without even term life coverage, and 43% of women…
Read More2014 is really not too far away. Fall is the time of year when the financially savvy start to look for ways to reduce their taxes and make year-end moves in pursuit of key financial objectives. What might the big picture hold? Absent a crystal ball, let’s turn to the September edition of the Wall…
Read MoreThe deadline is fast approaching. Do you own a business? Undoubtedly, you know that the employer mandate of the Affordable Care Act has been postponed for a year. But do you realize that you have to tell your employees about the new online health insurance marketplaces resulting from the ACA by October? Starting October 1,…
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