Tag Archives: Verizon Workshop

Market Week: January 30, 2012

Posted on January 31, 2012 by admin

Market Week: January 30, 2012 The Markets A rally in domestic equities in response to Wednesday’s Fed announcement of plans to keep interest rates low couldn’t be sustained through the rest of the week. The Nasdaq and small-cap Russell 2000 … Continue reading →

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Trust Basics 1/28/2012

Posted on January 28, 2012 by admin

Trust Basics 1/28/2012 Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility–many types … Continue reading →

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All About IRAs 1/27/2012

Posted on January 27, 2012 by admin

All About IRAs 1/27/2012 An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to … Continue reading →

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Social Security: What Should You Do at Age 62? 1/9/2012

Posted on January 9, 2012 by admin

Social Security: What Should You Do at Age 62?  1/9/2012 Is 62 your lucky number? If you’re eligible, that’s the earliest age you can start receiving Social Security retirement benefits. If you decide to start collecting benefits before your full … Continue reading →

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Saving for Retirement 1/7/2011

Posted on January 7, 2012 by admin

Saving for Retirement  1/7/2011 Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex rules governing retirement plans, and so on, most people don’t even … Continue reading →

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Annual Market Review 2011

Posted on January 4, 2012 by admin

January 03, 2012 Annual Market Review 2011 The global village became very real as 2011 was consumed by debt, debate, downgrades, and potential default both here and overseas. U.S. economic data had to struggle for months against headwinds from abroad … Continue reading →

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Handling Market Volatility 1/01/2012

Posted on January 1, 2012 by admin

Handling Market Volatility 1/01/2012 Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it’s your money at stake. Though there’s no … Continue reading →

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How Much Annual Income Can Your Retirement Portfolio Provide? 12/30/2011

Posted on December 30, 2011 by admin

How Much Annual Income Can Your Retirement Portfolio Provide?  12/30/2011 Your retirement lifestyle will depend not only on your assets and investment choices, but also on how quickly you draw down your retirement portfolio. The annual percentage that you take … Continue reading →

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Income in Respect of a Decedent 12/24/2011

Posted on December 24, 2011 by admin

Income in Respect of a Decedent 12/24/2011 Taxpayers are generally required to recognize income for federal income tax purposes in the year in which it is received. If, however, someone dies before receiving income to which he or she is … Continue reading →

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Bonds, Interest Rates, and the Impact of Inflation

Posted on December 16, 2011 by admin

Bonds, Interest Rates, and the Impact of Inflation There are two fundamental ways that you can profit from owning bonds: from the interest that bonds pay, or from any increase in the bond’s price. Many people who invest in bonds because … Continue reading →

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