Financial Planner Shares 3 Smart Tips for Retirement

April 4, 2014 

Financial Planner Shares 3 Smart Tips for Retirement

With home ownership, job opportunity and retirement security in decline, an Allstate/National Journal Heartland Monitor poll shows that most Americans agree with what the experts have said. Seven in 10 think that tomorrow’s adults – today’s kids – will have less financial security than adults today.

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March 11, 2014 

FICO to Release New Credit Scoring System

Credit and business analysis company FICO has announced a change to the well-known FICO Score, the most commonly-used measure of U.S. consumer credit risk. The new scoring system will be available beginning this summer.

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February 13, 2014 

Reality Bites: The New 3.8% Net Investment Income Surtax

The specter of the dreaded new surtax on “net investment income” (NII) has turned into reality. For the first time ever, some upper-income taxpayers will have to pay the 3.8% surtax on their 2013 income tax returns. This could be a harrowing experience for some of your clients.

Ken Berry, JD

 Introducing the MyRA: Boom or Bust?

February 11, 2014 

Introducing the MyRA: Boom or Bust?

President Obama didn’t drop any bombshells in his State of the Union address delivered on January 28. But he did unveil a new retirement-saving concept called the “MyRA” (a wordplay on IRA). As the president explained, this account will be designed to encourage retirement savings by workers who don’t have access to employer plans like…

Ken Berry, JD