With the federal budget cuts that are scheduled to take place, where and how soon might cuts be made? Also in this issue, did you know that there are sixteen preventative services that are fully covered for adults under the Affordable Care act? And what does a Dow Jones record high mean? Read more in our March newsletter.
Technically the IRS kicked off tax season January 30, but tax pros say it could be weeks before many Americans can file their returns. Also in this issue, which financial documents should you keep on file – and for how long? Read more in our February issue.
A “SmartMoney” comparison may show you how your family would be affected by the fiscal cliff. Also in this issue some Social Security claiming strategies. Read more in our December newsletter.
Have you ever said this, “I don’t have enough money to worry about estate taxes.” When you add the value of your home, your life insurance and retirement accounts, you might be surprised.