SURPRISES AT TAX TIME
As a volunteer tax preparer for the AARP, I often review tax statements from many different brokers and investment companies. The Income Tax preparation process always seems to identify examples of the value of working with a trusted investment advisor. Here are some examples from my experiences as a volunteer tax preparer for AARP from […]
The 2012 Income Tax Season Observations
I haven’t come across many new issues this tax season, but, as usual, a few surprises have popped up. Make Work Pay Credit Gone Many are disappointed with the amount of refund or amount owed compared to last year, primarily due to the elimination of the Make Work Pay credit that could be as great […]
Medicare: How do I evaluate additional coverage?
Medicare Advantage, Medicare Supplement, Medigap. Let’s get specific about which coverage to choose. Medical insurance is not like any other insurance you have. Some common insurances, like home owners and auto, may be required by lenders and or state authorities, but you hope you never have to use it. You really have little choice on […]
Planning for Medicare – Part Deux
The new 2012 Medicare & You booklets have been mailed and Medicare eligibles are receiving mailings from insurers daily about their products. This booklet contains over 150 pages of details about Medicare and the related Medigap and Medicare Advantage plans. Here are some of the key things to consider when choosing coverage for 2012: Medicare […]
Planning for Medicare
Why would an investment advisor’s website contain a blog about Medicare? The cost of health care is an increasingly important piece of retirement planning, and it is a shock to many who have been covered under an employer plan that is often subsidized by the employer, sometimes at 100%. Most employers either reduce the subsidy […]
Tales from the Tax Prep Front Lines
Tax preparation gives interesting insight about personal financial situations. Here are some examples. Last year an elderly lady brought her tax documents to the AARP Volunteer Tax Service for preparation. Her 1099s, etc. were not well organized, but appeared to be adequate. She, herself, was a little disorganized, and not entirely comfortable with what she […]
Free Tax Preparation: Tales of a Fee-Only Advisor
We’re only two weeks into the tax season and already the stories of woe surface. As usual, our politicians have added complexity to the tax code and we have a new set of filing requirements: new forms, tax rates, credits, challenges, etc. For the fourth year I am volunteering as a Tax Aide with AARP […]
An Evening With John Langdon – October 28, 2010
Join Rockbridge Investment Management in welcoming author and Le Moyne professor John Langdon as he discusses the expanding global economy and its impact on investors.
Following a Fiduciary Standard of Care
Meeting new people or reconnecting with acquaintances often leads to the question of where I’m working these days. I reply, “I work for Rockbridge Investment Management, which is a ‘Registered Investment Advisor’ (RIA).” With that response I usually get a nod and a change of subjects.
