Category Archives: Wealth Tips

A LESSON FROM HURRICANE SANDY

Posted on February 28, 2013 by Jill D. Hollander

One of the unpleasant surprises in the devastation of Hurricane Sandy was the role of homeowner’s insurance. Do you have enough? Your home is one of your largest assets. Does it have enough coverage? Don’t be underinsured. Remember we’re not … Continue reading →

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BANK ON IT

Posted on December 5, 2011 by Brian Pon

Grassroots organizations declared November 5 “Bank Transfer Day.” Exactly one month later, proponents of the movement continue to encourage customers of “big banks” to transfer their deposits to smaller community-based banks and credit unions.  Large banks tend to offer more … Continue reading →

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Small Business Retirement Plans Can Be SIMPLE

Posted on September 21, 2011 by Brian Pon

Most small business owners—including sole proprietorships and other solo businesses—have choices about the type of retirement plan to implement for their businesses and for themselves. Many small business owners use SEP IRAs, but other retirement plans might permit more flexiblily … Continue reading →

Posted in Emerging Affluent, General, Investments, Middle Class, Retirement Planning, Tax Planning, Wealth Tips | Comments Off