Monthly Archives: November, 2013

November 12 2013

2013 Year-End Tax Planning Information

Click here for a print-friendly document of the below letter. Year-end tax planning is seldom a simple proposition. And it is especially…

November 6 2013

Retirement Test Drive

If you’re thinking about retirement in the next five years, it might be a good idea to give your plans…

November 6 2013

Maximizing Retirement Goals

Retirement should be something that every individual thinks about.  Gone are the days of company pensions that could sustain you…

November 5 2013

Preparing for the 0.9% Obamacare Tax

With all of the talk about signing up for exchange insurance, losing insurance plans, and broken websites, individuals may not…

November 5 2013

Handing Down the Family Business

As more and more boomers are getting ready to retire, many are looking at handing down the small businesses that…