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Advanced Planning

Tax-Loss Harvesting: Opportunities and Obstacles

By | Advanced Planning, Investment Consulting | No Comments

So much of investing is beyond our control (picking stock prices, timing market movements and so on), it’s nice to know that there are still a number of “power tools” we can employ to potentially enhance your bottom line. Tax-loss harvesting is one such instrument … although the analogy holds true in a couple of other ways: It’s best used skillfully, and only when it is the right tool for the task.

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Presidents, Politics and Your Portfolio: Thinking Beyond Stage One

By | Advanced Planning, Investment Consulting | No Comments

It’s no surprise that this year’s U.S. presidential race has become a subject of conversation around the globe. So go ahead and talk politics all you please – and if you are an American, be sure to vote. But when it comes to your investments, it’s best to ignore any intense emotions and the dire or ebullient predictions that spring from them, as dangerous distractions to your financial resolve.

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Understanding Medicare

By | Advanced Planning | No Comments

Medicare contains four components: Parts A, B, C, and D. Part A is hospital insurance designed to cover inpatient care in hospitals and rehabilitation facilities. Part B helps to cover physician services, outpatient care, preventive services, durable medical equipment, and certain home health care. Part C, also known as Medicare Advantage, consists of insurance plans provided by private carriers. Medicare Part D, which is prescription drug coverage, generally can be obtained as an addition to Original Medicare (Parts A and B) or by signing up for a Medicare Advantage Plan that includes prescription coverage.

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EEO Compliance and Litigation Preparedness: A Primer for Business Owners

By | Advanced Planning, Uncategorized | No Comments

There is no denying it: Business-owners face various forms of litigation including commercial disputes, workers’ compensation claims, personal injury actions, and employment litigation. But employment litigation is quite unique from other types of legal disputes. Fortunately, EEO compliance helps avoid claims and establish viable defenses if a discrimination claim does arise.

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