What starts October 15th and ends on December 7th this year? If you guessed Medicare Open Enrollment, you’re right! And to help you (if you or your parents are 65 and older) make a change to a Medicare Advantage plan that is more suited to your needs, I am now available (and educated on the […]
Medicare Open Enrollment Read More »
Louis Pasteur, the late French microbiologist, chemist, pioneer of Germ theory of disease, and inventor of the process of Pasteurization noted “chance favors only the prepared mind.” By this, he probably meant that your success rate will improve if you mentally focus on the task at hand and prepare to be enlightened by the results. While
Chance Favors the Prepared Mind Read More »
I was talking with a neighbor this past week about Facebook and we were discussing whether it was time to buy its stock (or not)…since neither of us “got in” on the IPO—Initial Public Offering this past May. Here’s a refresher: Facebook (FB) IPO’d at $42/share and immediately shot up as high as $45/share. And
Missed the IPO on FaceBook? Read More »
$5,120,000.00!!! That’s how much someone can give away this year and not be on the hook for gift taxes. Why this exact amount? Because congress decided to put an “estate tax patch” good through the end of 2012 for the existing estate tax code. Additionally, any amount exceeding that limit will ‘only’ be taxed at
You Gave How Much?? Read More »
