Monthly Archives: January 2013

Leave your money to your heirs and not uncle Sam

I recently read a great article at InvestmentU by Jason Jenkins. At the end of this year, the “Bush-era tax cuts” – as they have been labeled for the last decade – are set to expire. Now Republicans want them to stay in place across the board. The President and Democrats are okay with that for

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Post-Cliff Financial Plans for 2013

I recently read a great article at Money.UsNews by Roger Wohlner | Please see below. It’s 2013. The world did not end in December and our “leaders” in Washington seem to have averted the fiscal cliff, at least for now. Against this backdrop there are a number of financial planning opportunities for this new year. Some opportunities

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