Archives by date

You are browsing the site archives by date.

Recent Moves in Housing

The American Tax Relief Act of 2012, recently ratified by Congress included several provisions that will impact homeowners, sellers and buyers in the coming year. For example, the deduction for private mortgage insurance has been reinstated and is retroactive for […]

Cliffhanger

On January 2, 2013 the Unites States Congress enacted The American Taxpayer Relief Act of 2012, averting what had commonly been referred to as the ‘fiscal cliff’.   [CLICK HERE to read, “High Earners Facing First Major Tax Increase in […]

Medicare Taxes in the New Year

The IRS recently issued a series of Proposed Regulations for the 3.8 percent and the 0.9 percent Medicare taxes slated to begin in 2013 as part of the Patient Protection and Affordable Care Act.   [CLICK HERE to read the […]

New Year’s Resolutions for 2013

Have you thought about your resolutions for the New Year? According to the Spectrem Group, the top five resolutions of affluent investors are to spend less, save more, pay down debt, revise or create an estate plan, and revise or […]

Retirement Security: The Gorilla in Our Midst

In 2009, Knowledge@Wharton published an article referring to reforming Social Security and Medicare as “trying to tackle two 800-pound gorillas.” Amid end-of-year discussions concerning government spending on entitlement programs, two things have become clear: Social Security is on the chopping […]