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The Dow Jones Industrial Average ended 2013 at a new all-time record, and the S&P 500 reached its all-time closing high two weeks later. The Federal Reserve is confident enough that in December it announced it would begin reducing the bond purchases that have helped fuel economic recovery.
Recently, we conducted our first Client Audit and I’m writing to provide you with a summary of the results. 73 surveys were sent and 54 were returned. The percentage of clients that responded was 73% (average for client audits is 39-40%).
The maximum amount you can contribute to a traditional IRA or Roth IRA in 2014 remains unchanged at $5,500 (or 100% of your earned income, if less). The maximum catch-up contribution for those age 50 or older in 2014 is $1,000, also unchanged from 2013.
After a 16-day federal government shutdown and gridlock over whether to raise the nation's debt ceiling, a last-minute agreement brought a temporary end to the impasse.
Last month's blog post What are the top ten things you need to know in dealing with your aging parents finances? generated many responses.
What are the top ten things you need to know in dealing with your aging parents finances?
Genworth Financial’s 2013 Cost of Care Survey, conducted by CareScout, included nearly 15,000 LTC providers from all 50 states. The top ten most expensive states for Long Term Care are New Jersey, New York, Connecticut, Maine, New Hampshire, Vermont, Delaware, Massachusetts, Hawaii and Alaska. I’ve listed below the costs for New Jersey, New York and Connecticut.
Tax season is here and if you are like me, you are in the process of pulling together statements, receipts and 1099s. It is also a good time to do some spring cleaning financially. Below are a few time tested tips to follow. The good news is that you do not have to do them all at once. We are here to help you.
As electronic banking increasingly becomes the preferred means of conducting financial transactions for consumers and businesses alike, the security risks posed by online money transfer continue to proliferate.