A Simple and Yet Effective Estate Planning Tool
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Date03 Oct 2014
Portability is the ability of the surviving spouse to use the left over portion of a deceased spouse’s estate tax exclusion upon their death. This concept was first brought to taxpayers through the 2010 Tax Relief Act but this advantage...Read More →
Are you turning age 65 and still working?
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Date19 Sep 2014
Does this sound like your situation? “I am turning 65 soon and not yet ready to retire. I currently have health insurance through my employer but do not know if I should enroll in Medicare.” If you are turning 65...Read More →
Turning 65?? Time to sign-up for Medicare
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Date12 Sep 2014
A few helpful hints for deciding when to sign up for Medicare If you are turning 65 this year, it is important that you be aware of the deadlines for signing up for Medicare. The window for doing so begins...Read More →
Using Covered Calls in Portfolios
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Date09 Jul 2014
Portfolio Tip: How to Use Covered Calls With cash equivalents paying next to nothing and popular bond funds yielding around 2%, advisors lack an easy path to meaningful investment income. As a result, some are selling covered calls — an...Read More →
Save for Retirement First, the Children’s Education Second
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Date03 Mar 2014
A half-dozen years ago, Brian Appelbaum’s savings plan was focused mainly on his own retirement. But now he is married and the father of two young children. So Mr. Appelbaum, 53, has reassessed his outlook, as he and his wife...Read More →
Investment Advice for 2014
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Date16 Jan 2014
What to Do in Case of Financial Emergency It’s been a wonderful ride, but it won’t last. As many investors prepare to toast hefty stock gains for this year, that cautionary word was offered by financial advisers asked about the...Read More →
Smart Options In A Financial Emergency
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Date25 Nov 2013
What to Do in Case of Financial Emergency Sooner or later, you’re bound to get hit with an unexpected and eye-popping cost… Going to your parents for money isn’t an earth-shattering idea. The trick is to put some thought into it....Read More →
Covered Calls: The Best of Both Worlds
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Date28 Oct 2013
To many investors, the word “option” means high-risk investment or get-rich-quick schemes that end up in huge losses. The Covered Call strategy, however, is neither. In fact, according to Jay Furst, Founding Principal of Forteris Wealth Management, the Covered Call...Read More →
Jumbo Mortgage Rates Now Lower than Non-Jumbo Rates
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Date10 Sep 2013
With the yield on the 10 – year Treasury touching 3% last week, it isn’t surprising that mortgage rates are higher now than they were just a few months ago. According to the Mortgage Bankers Association (MBA), the average rate...Read More →
Umbrella Liability Insurance
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Date28 Aug 2013
An umbrella insurance policy is a type of insurance that provides excess coverage above the liability coverage amounts in your auto, boat, or homeowners’ policies. They also go by the acronyms PELP, personal excess liability policy, and PUP, personal umbrella...Read More →
