Ire With the IRS

Share List The IRS has recently come under fire for targeting tea-party-affiliated groups when scrutinizing applications for exempted tax status.   Some organizations’ applications were delayed by up to three years, which meant they were unable to prove their tax-exempt status with the IRS for fundraising purposes. Organizations that receive 501(c)(4) status are permitted to…

Boomers Dating, Jobs Up, Stocks Happy

Share List According to a new report by IBISWorld, almost one-third of adults ages 50 to 64 are divorced, widowed or never married. Wow. We talk a lot about “average” adults and “traditional” values, but that’s really an eye-opening statistic for this particular demographic. The IBIS report touches on some of the markets Baby Boomers…

Here’s to the Ladies!

Share List Father’s Day is quickly approaching, but before we take the spotlight off dear mom, let’s take a moment to talk about the influence of mothers–and women in general–on all things financial.   Kathleen Sebelius, the U.S. secretary of health and human services, recently posted this tweet: “President Obama: Being a woman is no…

Another Pleasant Valley Sunday

Share List According to a news survey by The Millionaire Corner, a Series 65 online resource about investing, this highly charged political environment regarding the future is about as stressful as swatting at mosquitoes during a Friday night barbeque. The real issues, at least as far as affluent investors are concerned, are stock market conditions,…

Boil and Bubble: Potential Bond Trouble

Share List “Double, double. Toil and Trouble. Fire burn and cauldron bubble.” This is dialogue from Shakespeare’s play Macbeth. Translated into today’s vernacular, it could describe what many see as a bubble in today’s bond market.   [CLICK HERE to read the article, “Vanguard’s McNabb on Budget, Taxes and Bubble Risks,” at The Wall Street…

Pension Trends

Share List If you could look into a crystal ball and predict which retirement income plan was more likely to be around in 20 years – would you choose Social Security or company pensions?   [CLICK HERE to read the article, “President Obama looks to reduce Social Security cost of living increases with ‘chained CPI’,”…