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Getting Off on the Right Foot in 2012

Icon Provided by Joseph Regenstein IV, CMFC on January 9, 2012

A look at some financial changes & the opportunities they may present. Every year brings some financial change, so here are some relevant changes relating to investment, tax and estate planning for 2012. Retirement plans. 401(k), 403(b) and 457 plan annual contribution limits rise slightly to $17,000, and you can contribute an additional $5,500 to [...]

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The 2011 Year in Review

Icon Provided by Joseph Regenstein IV, CMFC on December 7, 2011

Debt crises held stocks in check in 2011. A tumultuous year for stocks. As 2011 winds up, many investors are more concerned with return of capital than return on capital. That is understandable; Wall Street faced some powerful headwinds this year. With little policy momentum to foster or aid any available economic momentum, U.S. and [...]

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