Confused About Social Security? We Can Help!

October 11, 2010

Join us for a FREE dinner and to learn about important Social Security issues, including: What is the current status of Social Security? When is the optimal time for me to start drawing Social Security Benefits? How can I maximize benefits for myself and my spouse? What are Delayed Retirement Credits and how can I…

Bully for Us: Consumerism Soars

October 11, 2010

Summer is here. The housing market has gained strength, jobs and incomes have risen, and overall consumers are feeling bullish. Seeing most of us have had to adjust to the “new normal” since the turn of the millennium, recent conditions are the relative equivalent to “happy days are here again.” [CLICK HERE to read the…

Minimize Taxes: Vary Deductions*

October 11, 2010

Whether you’re already retired or knocking on the door, one way to potentially maximize your savings, investments and income is to minimize your tax liability. Tax-deferred vehicles are more tax efficient since money can grow without the annual burden of taxation. However, because this reduces the revenue the government can receive from such vehicles, the…

Living and Working (and Thinking) in a Box

October 11, 2010

In the late 1970s sitcom “WKRP in Cincinnati,” news director Less Nessman would not acknowledge the presence of co-workers unless they simulated knocking on the door of his fake office. His “office” was merely a desk and chair with imaginary walls marked by tape on the floor. Perhaps this was an indication of things to…

All Things Inflation

October 11, 2010

At the end of May, the Commerce Department reported that the price index for personal consumption expenditures increased by 1.6 percent in April from a year earlier — the fastest pace since November 2012. This is the latest sign that U.S. inflation is starting an upward trend. Banking on expectations for a targeted 2 percent…

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