Friday, March 6, 2015 AdarI 15, 5775
By:
Joel L. Naroff, JE Feature
Subprime, subprime, subprime. That is all we seem to hear these days. The stock market bounces violently every time a mortgage lender or hedge fund gets hit by subprime mortgage problems. The Fed is forced to express awareness that credit standards have been tightened because of the subprime concerns. All the while, the economy continues to grow somewhat sluggishly. So,...
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A baggage-free journey? Really?
By:
Diana Aydin, JE Feature
The morning before her trip to Aruba in July, Jacquelyn Bucelot-Mills woke up early, got dressed and added a few things to her leather carry-on bag. She drove from her home in Beacon, N.Y., to her mother's house in New City, where a limo picked her and her mother up hours before their 9 a.m. flight to Kennedy International Airport...
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By:
Craig G. Langweiler, JE Feature
Thinking about annuity plans? An extended nonqualified annuity strategy can provide an extension of tax deferral and allow for a more tax-efficient transfer of assets to multiple generations. The strategy should be discussed with those contract owners who plan to pass their annuity to heirs. Additionally, there are creative features that can be utilized to help ensure the client's goals...
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By:
Craig G. Langweiler, JE Feature
Who is teaching your kids about money? The answer, unfortunately, may be no one. In the 2001 "Parents, Youth & Money Survey," written by the TIAA-CREF Institute, 61 percent of parents reported feeling that the responsibility to educate their children about finances should be shared by them and their child's school. When asked to describe just how they educated their...
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Most retirees face the question of whether to take Social Security benefits early, wait until full retirement age or possibly hold out longer. Unfortunately, there is no one right answer, according to experts at the Pennsylvania Institute of Certified Public Accountants . Below is an overview of Social Security payment options, as well as several factors to consider when making...
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