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Don’t Forget the Sept. 30 Deadline for Eligible Homebuyer Credit Purchases
Eligible taxpayers who contracted to buy a home, qualifying for the first-time homebuyer credit, before the end of April have until Sept. 30, 2010, to close the deal. Let me know if you need assistance in amending your 2009 return in order to claim the credit and...
People Have Too Much Life Insurance? The Facts Say Otherwise…
"How much life insurance do you need?Most people have too much. This 5-step process can help pinpoint your needs."These were the headlines for an article in The Chicago Tribune on Aug. 12, 2010. While the article itself is relatively reasonable, the headlines are...
“It’s Time to Learn”
According to a new Hartford Life survey, just 29% of full-time workers making less than $50,000 said they “completely understand” life insurance. And less than two-thirds of those workers had life insurance through their employers.The survey showed that Gen Y workers...
Will Use of the Marital Deduction Eliminate the Federal Estate Tax? Check out NFS September Estate Ideashttp://ping.fm/ffyFv
Guarantees in an Insecure World
Not many people are interested in plain vanilla, when triple-fudge bomb is available. Let me explain. The promise of big—even huge—returns on investments during the halcyon days of the market drew many people’s eyes off a financial-planning fundamental: life...



