The embarrassing and problematic launch of HealthCare.gov is nothing short of incomprehensible in our well-established technology driven world of commerce. How could it be that the U.S. government could not put up a functioning website to support applications and enrollment...
Join us on Dec. 3 for a free Lunch/Brunch conversation with Terry Stanaland, JD, CPA, ChFC, and Terri Getman, JD, CLU, ChFC, AEP (Distinguished) as they review significant tax law changes that are applicable for year-end 2013. Members should visit December Lunch/Brunch for...
"Death by PowerPoint" is alive and healthy in corporate meetings around the world. The bad news is that we will have to sit through insufferably long and boring presentations for a long, long time. Here's the good news. It gives you — the person who thinks creatively...
The U.S. Internal Revenue Service audit, already a feared ordeal, will get even sharper teeth in January when the IRS will start setting strict deadlines for delivery of information it wants from companies and wealthy people it is auditing.
The Securities and Exchange Commission loudened the drumbeat on the importance of conflict of interest and fee compliance at a recent meeting of financial advisory firm internal and external lawyers in Washington, D.C. Amplifying...
More than three-quarters of boomers are unaware of how the Affordable Care Act will affect them, according to a survey released by Nationwide Financial. Almost the same percentage aren’t aware that the ACA does not cover long-term...
As Americans live longer lives, the top worry for many is outliving their nest eggs. But there's another concern that is equally as troublesome for the oldest among us: Being a burden on their families. It appears that the older people get, the more they shift from worrying...
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