Monthly Archives: March 2011

Over 85 Years of age: Women Outnumber Men 4 to 1! Are You Prepared?

The Society of Actuaries published a study (December 2010) The Impact of Retirement Risk on Women. There is much work to be done preparing both men and women who live longer but especially women because of the longer life expectancy. … Continue reading

Posted in General, Life Planning, Retirement Planning, Uncategorized | Leave a comment

TurboTax Changes Plans

For same-sex couples in California, Washington and Nevada, preparing tax returns for 2010 became more complicated because of a new IRS ruling that applies to community property states. The new ruling requires couples to combine community income yet file separate … Continue reading

Posted in Same-Sex Financial Planning, Tax Planning | Leave a comment


Economists make forecasts and the more notable ones make it to the popular press. The problem is no one can precict the future and the variables so numerous that intepretations frequently differ. One of the reasons we strive to design … Continue reading

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