What happens to my online accounts when I die?

By Meredith Stoudt
Posted on September 1st, 2011

These days, using a personal computer is just a normal part of life. You may have e-mail or online accounts that require a password, or […]

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The Spousal IRA Rule

By Meredith Stoudt
Posted 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 […]

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Portability of Basic Exclusion Amount between Spouses

By Meredith Stoudt
Posted 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 […]

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Could You Handle a Financial Windfall?

By Meredith Stoudt
Posted 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 […]

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July – Eye on the Month Ahead (Aug)

By Meredith Stoudt
Posted 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, […]

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July – Month in Review

By Meredith Stoudt
Posted 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 […]

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July Market Snapshot (2011)

By Meredith Stoudt
Posted 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 […]

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MEPs – Why many Employers are Adopting

By Mark Fissel
Posted on July 29th, 2011

401(k) Corner MEP Overview MEPs, or Multiple Employer Plans, are a way for employers to pool their 401(k) plan with many other companies.  This allows […]

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Medicare and Medicaid: Do You Know the Difference?

By Meredith Stoudt
Posted 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 […]

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All about Indices

By Meredith Stoudt
Posted 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 […]

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