Worth the read: These guys may not know where the market is headed, but their opinions are entertaining and informative, so here ya go!.... Strong dollar weighs on US results published by US Equities This Is a Flash Crash Waiting to Happen published by TheStreet Don’t...
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Battling Obamacare
In late November, Speaker of the House John Boehner filed a lawsuit on behalf of the U.S. House of Representatives against Obama’s executive actions on Obamacare. “Time after time, the president has chosen to ignore the will of the American people and rewrite federal...
Running on fumes
Are declining gas prices bad for the Markets? The past few weeks have seen an acceleration in the drop in the price of crude oil, with the expected contagion just beginning to work it’s way through the global financial system. At the closing bell last Friday, the...
Buying Life in 2015
Some fairly significant changes are in store for the life insurance industry in the coming year. As 2015 approaches, you should be aware of the highlights as well as the pitfalls to avoid. 1. Policies Not Requiring Medical Exams It's no secret that some people are...
Want tax on that SUB?
SUB and Severance Plans - Supreme Court Decision in Quality Stores Case Supplemental Unemployment Benefit Plans, (SUB plans), have been the focus of scrutiny for the past several months. Employers have been uncertain whether or not they could use SUB plans as part of...
Some COLA for your IRA
The IRS recently announced cost-of-living adjustments to the 2015 retirement plan contribution limitations. Although the COLA adjustments are incremental, the raised limits offer savers the chance to accelerate pre-tax contributions to many types of qualified...
HIPPA-Harpooned Healthcare
Have you heard of HIPPA? Congress enacted the Health Insurance Portability and Accountability Act (HIPPA) in 1996. The purpose of the law was to protect private health care information. So, what’s wrong with that? Sounds like the government was trying to protect our...
Move over Rollovers
Are Rollovers over or on their way out? Consider the IRA One-Rollover-Per-Year Rule Beginning January 1, 2015. The IRS recently announced that beginning as early as January 1, 2015, taxpayers can make only one rollover from an IRA to another IRA in any 12-month...
Is it over yet?
It’s been a wild ride over the last week in the markets, leaving many investors wondering if it’s over, or just beginning. With this question in mind, here are some quotable quotes from the last few days… The key question you need to ask yourselves is this: Have the...
Qualifying Life Events
If you’re like most folks, you may think a “qualifying event” is the mere fact that you need health insurance. Unfortunately, it’s a bit more complicated than that, which is why I thought I’d take a minute to give you the low down. Outside of open enrollment (November...