[dropcap1]If[/dropcap1]you have a net worth over $1,000,000, you may need to take action in the next few days. On January 1, 2013, the estate tax rules are poised to reduce the Unified Lifetime Gift Tax exclusion from $5,120,000 to $1,000,000. Don’t think it’s a big deal? Want to just wait and see? Your inattentiveness to […]
Last Chance Forever? Read More »
[dropcap1]W[/dropcap1]e’re live now!! Now you have 24-hour web access to quote, compare, and shop for a health, dental, Medicare, Medicare supplement, or Medicare Advantage plan. See my new health website here: www.healthquote4me.com. It’s very easy to use…please check it out! I’m now “carrier specific” trained to help navigate Medicare insurance complexities. Medicare open enrollment runs
Health Quotes and Medicare!! Read More »
[dropcap]A[/dropcap]we Retirement!! Yes, you—Retirement!! Alas, you have arrived to save me from another performance evaluation from my dimwit boss; relieved me of making another PowerPoint presentation; freed me from the burden of yet another business trip away from my family; carried me away from the soullessness of Main Street; and breathed new life into my
Too Little Retirement Savings? Read More »
[dropcap1]W[/dropcap1]here birthday parties for three, four, and five-year-olds are what makes growing up seem so much fun, the sounds and excitement after age 50 mark different milestones. And who would ever guess that the Internal Revenue Service (IRS) would create great opportunities for some of your birthdays, and mandate action at others. Here’s a short
Financial Milestone Ages Read More »
