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  Planning Perspectives
Researched and time-sensitive tips for planning your family's wealth

Archive for February, 2006

Taking Time to Understand the 2006 Tax Changes

Wednesday, February 15th, 2006

The Internal Revenue Code is not ordinarily thought of as a gift that keeps on giving, but, with 2005 having given way to 2006, it does contain several sections which provide for keeping more of what you will be earning and saving more for your retirement—on a ...

Figuring out the College Financial Aid Formula

Wednesday, February 15th, 2006

Few areas of financial planning are more complicated for parents than ensuring that their children will have enough money to pay for tuition, room, board, books, transportation and other related expenses. But the payoff—the likelihood that a good college education will expand their children’s opportunities to enjoy gratifying careers and ...

Changes in Store for Medicare and Medicaid

Wednesday, February 15th, 2006

President Bush signed into law in February the Deficit Reduction Act, otherwise known as the fiscal year 2006 budget reconciliation bill. That law, which contained more than $39 billion in cuts, including $6.4 billion from Medicare and $4.8 billion from Medicaid, has plenty of changes in store for seniors. Under the ...