Archive Monthly Archives: April 2010
New hybrid insurances may help with long-term care
Solutions for long-term care funding have generally been limited. Financial planners might recommend long-term insurance. In some cases, reverse mortgages might be used to fund at-home care. Still, the products come with a downside. One of the primary issues we have seen is that, by the time seniors and their families come to our office, […]
Continue readingHow to tell if you are ready for a Roth IRA conversion
Retirement funds cause planners to rack their brains and run complicated calculations probably more frequently than any other assets. The tax consequences of decisions made by the funds’ owners can affect them and their descendants, and there are unknowns. There is no way to know for certain, for example, what income tax rates will be […]
Continue readingPennsylvania’s 2010-11 budget brings a sales taxing issue
Every year beginning about this time or maybe a bit earlier, Pennsylvanians get upfront seats to watch the drama of our annual budget unfold. This year is no different in that respect and Gov. Rendell presented his proposed 2010-2011 budget to the General Assembly on Feb. 9. There are some differences in 2010, however. This […]
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