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The Real Cost of Obamacare

Did you know that beginning January 1, 2013, a new 3.8% tax will take effect for those individuals with an adjusted gross income (AGI) above $200,000 and couples filing joint returns with more than $250,000 AGI? President Obama's…

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Strategies for Long Term Care

A Smarter Alternative to Self Insuring... Recognizing the need for long-term care preparation. Long-term care (LTC) costs are on the rise.  LTC expense is a financial risk that could affect retirement and wealth transfer goals.  Many clients may…

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