IRS clarifies Roth conversion rule on after-tax 401(k) rollovers
The IRS has issued Notice 2014-54 that states you can directly roll after-tax contributions from a 401(k), 403(b) and...
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Economic and Market Update – Cause for Concern
Raymond James’ Investment Strategy Committee recently summarized its thoughts on the economy and markets… The committee...
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How Husbands and Wives Really Feel About Their Finances
I guess this confirms our belief that getting both spouses engaged in financial planning, budgeting and investment...
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July PFS Newsletter
In this edition, we discuss the financial markets through the 2nd quarter of 2014, elder care resources, an update on...
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Update: Making Charitable Donations Directly from Your IRA
Over the past few years, several of our clients, who are in Required Minimum Distribution mode (over age 70 ½), have...
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Looking for an Elder Caregiver or Care Manager?
Over the years, clients have occasionally asked us if we knew anyone would who could help them manage elder care...
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Event Recap: Long-Term Care from a Health Care Perspective
On April 16th our guest speaker Eileen Dunn gave her Long-Term Care from a Health Care Perspective presentation. Those...
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April PFS Newsletter
In this edition, we discuss the financial markets, why having family conversations about elder care is important, and a...
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RJ 2014 Economic & Market Outlook
Raymond James recently released its Economic and Market Outlook for 2014. In addition to these videos, there are also...
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Target's Massive Data Theft
Our newsletter contains some helpful information regarding Target's data theft, including links to Target's data theft...
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Social Security: Claiming Strategies for Couples
This two-page PDF from Raymond James provides a nice overview of couples' Social Security options. Download PDF
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