Archive - May 27, 2011

1
How To Get Your Social Security Benefits Statement
2
The Unsustainability of the US Economy
3
The Most Tax Efficient Ways to Gift Cash and Assets

How To Get Your Social Security Benefits Statement

Since 1999, American workers have automatically received an annual Social Security projected benefit statement in the mail. In an effort to save money, these statements will no longer be mailed, at least for the period from April through September 2011. The Social Security Administration predicts that in October it will resume mailing annual statements, but only to those who are age 60 or older and not receiving benefits.

Individuals can still access their benefit statement online. You can get a personalized estimate of your future retirement benefits at www.ssa.gov/estimator, but it won't contain as much detail as the physical …

Read More

The Unsustainability of the US Economy

I don't know about you, but I don't deserve it. For decades the US has been on a financially unsustainable path, it has been unable to reform entitlement systems that clearly will break the bank if nothing is done, it has engaged in various costly and pointless military adventures, it has eroded privacy rights and civil liberties in the name of protecting us from the dangers of terrorism, which are orders of magnitude smaller than those of driving to work, it has catered to special interest and subsidized whole industries, and so on ad nauseam.

Whenever a system is not …

Read More

The Most Tax Efficient Ways to Gift Cash and Assets

“Gifts and giving” is a very big topic and not likely to be covered well in 500 to 800 words.  So, this quarter I’ll forgo the lecture on how we all should be giving more and how charities are receiving less because of our recent economic issues.  Instead, I’ll focus a few words on non-charitable giving and give a few examples of how our clients express their love by giving to those in their lives.

We often assist with the transactions of our clients as they give or receive money or stock to or from family members.  There are several …

Read More

Copyright 2014 FiGuide.com   About Us   Contact Us   Our Advisors       Login