Category
The Spousal IRA Rule
By Meredith StoudtPosted on September 1st, 2011
Generally, you can contribute up to $5,000 to an IRA in 2011 ($6,000 if you’ll be age 50 or older by the end of the […]
Learn MorePortability of Basic Exclusion Amount between Spouses
By Meredith StoudtPosted on September 1st, 2011
Transfers of property during life or at death are generally subject to federal gift or estate taxes. Each taxpayer has an applicable exclusion amount, which […]
Learn MoreCould You Handle a Financial Windfall?
By Meredith StoudtPosted on September 1st, 2011
Receiving a financial windfall is often a life-changing event. It’s a relatively common one, too. You might never win the lottery, but the odds are […]
Learn MoreJuly – Eye on the Month Ahead (Aug)
By Meredith StoudtPosted on August 2nd, 2011
Eye on the Month Ahead Much will depend on what happens in the hours leading up to August 2. If default is off the table, […]
Learn MoreJuly – Month in Review
By Meredith StoudtPosted on August 2nd, 2011
The Month in Review • Despite warnings that the United States’ AAA credit rating was in danger of a downgrade, Washington spent much of July […]
Learn MoreJuly Market Snapshot (2011)
By Meredith StoudtPosted on August 2nd, 2011
Debt Ceiling: Down to the Wire Down to the wire: Uncertainty about default, debt, and political infighting affected equities markets both here and abroad. Despite […]
Learn MoreMedicare and Medicaid: Do You Know the Difference?
By Meredith StoudtPosted on July 26th, 2011
Medicare and Medicaid were signed into law 36 years ago to protect older and poorer Americans against the high cost of health care. Ironically, it’s […]
Learn MoreAll about Indices
By Meredith StoudtPosted on July 26th, 2011
No doubt you’ve seen headlines reporting that a particular index is up or down. But do you know how an index works, and why understanding […]
Learn MoreMay 2011 Monthly Recap
By Meredith StoudtPosted on June 7th, 2011
Equities- Another Greek Tragedy? Equities spent much of May in a gradual but relentless decline that reversed much of April’s strong gains. Investors concerned about […]
Learn MoreBOSS – May 2011 Presentation
By Meredith StoudtPosted on May 31st, 2011
View the BOSS May 2011 Presentation PDF by downloading it here. BOSS – May (Business Sale)
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