Sep 2013

Financial Planning Focus – Third Quarter 2013

Articles in this issue: Inherited IRAs—No Longer Protected from Creditors; Establishing a Family Mission Statement; Mid-Year Planning for 2014 Taxes; The Risks and Rewards of Managed Limited Partnerships; DC and MD Estate Tax Changes

Sep 2013

Don’t Let the News Bother You

By Glen J. Buco, CFP®

We are constantly besieged by information. In the coming months, we will face Middle-East uncertainty, debt ceiling debates, changes in Federal Reserve (Fed) policy, health care changes and a steady flow of new economic releases.

Sep 2013

Retiring South of the Border

Are you looking for a southern, tropical, affordable retirement community? Many retirees and pre-retirees are considering second homes or permanent residences in sunny Central America.