December 1, 2013
Your Dog May Pose a Liability Threat
Many dog lovers think of their pets as family and may overlook their natural instincts, but just about any dog has the potential to bite, especially when fearful. More than…
November 1, 2013
HOT TOPIC: What Can We Learn from the Government Shutdown?
Late in the night on October 16, Congress ended a 16-day government shutdown and prevented a potential default of federal financial obligations by passing the Continuing Appropriations Act, 2014. President…
November 1, 2013
What to Expect from the New Health Insurance Marketplace
According to a recent Wall Street Journal poll, 76% of uninsured Americans don’t understand the Affordable Care Act or how it will affect them.1 Nearly 48 million uninsured Americans may…
November 1, 2013
To Roth or Not to Roth: That’s the Conversion Question
Second thoughts are part of life, which may explain why some investors change their minds about the types of accounts they use for retirement savings. This could be the case…
November 1, 2013
Preparing for Medical Expenses with an HSA
According to a 2013 survey, almost 90% of middle-income Americans do not feel prepared to handle the financial cost of a critical illness. Most respondents said they would have to…
November 1, 2013
Taking a Measured Approach
The stock market has been on a wild ride since October 2007, when the Dow Jones Industrial Average and the S&P 500 index both hit record highs, only to lose…
November 1, 2013
Insurance to Leave a Legacy
Many people purchase term life insurance to help protect their families when their children are young and dependent on them for support. By definition, term policies have ending dates, and…
November 1, 2013
Retirees Spark Surge in Small-Business Sales
In the first quarter of 2013, the number of closed business sales increased 56% over the same period in 2012, and the median sales price rose 20% to $180,000.1 According…
October 28, 2013
Protecting Your Family’s Future
At a recent financial industry event, behavioral finance expert Meir Statman tried to put the risk of investment losses in perspective. “The real risks in life are not the stock…
