The long anticipated roll out of the Affordable Care Act has come and is in full swing now. Aside from some technical glitches during the first month, the health insurance exchanges are operational and open for enrollment. However...
Getting to the “heart” of it
A good financial plan revolves around a single number: The date when your client plans to retire. But the number isn’t set in stone. Almost half of current retirees say they quit work earlier than planned, the result of job loss or health...
More views from the audience at Heckerling (2014)
Last night the Senate Finance Committee officially named Sen. Ron Wyden (D-Ore.) as its new chair, replacing Max Baucus, who was appointed ambassador to China. And while there hasn’t been comprehensive tax reform legislation since 1986...
A view from the audience at Heckerling (2014)
