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Apr

30

Enough Already with Ignoring Your IRA, 401(k) or 403(b)

By Bradford Pine
Categories: 401(k) and 403(b)
Tags: 2011 Tax Planning numbers, 2012, 2013, 401(k), 401k Rollovers, 403(b), allocation, annuity, benchmark, Benefit, brad pine, Bradford Pine, bradford pine wealth group, Business planning, comfortable, competent, concentrated, difficult, diversification, diversify, Early Disrtibutions, Education planning, Estate Planning, expose, fee, Fees, Financial Emotions, Financial services, holdings, Investing, Investment planning, investor, IRA Rollovers, knowledge, manage the downside, Managing, market, mental roadblocks, mutual funds, nest egg, non-retirement accounts, overwhelming, pain, paperwork, Procrastinating, psychological, retirement assets, Retirement planning, retirement savings, Risk, S&P, strategy, take action, trap, trustworthy, unbiased advice, underperforming, Wealth management

Apr

1

Counting on Social Security Being There in Your Retirement? Think Again!

By Bradford Pine
Categories: Social Security

Feb

28

WARNING: Bond Mutual Funds in Your 401(k), 403(b), and Non-Retirement Investment Accounts!

Jan

30

College: OMG! Good Thing I’ve Done all the Research for You

By Bradford Pine
Categories: College Scholarship, College Tuition
Tags: 2011, 2012, 2013, 401k Rollovers, 529 plan, ACT vs. SAT, admissions, application, application phase, application process, apply, applying, Applying for College, Business planning, child’s scholarship, choosing a college, College, college journey, collegeboard.org, costs and benefits, decision-making, diversification, Education planning, Estate Planning, estate tax, FAFSA, Federal Programs, Federal Student Aid, Financial Emotions, information, Investing, Investment planning, IRA Rollovers, lesson, Lynn O’Shaughnessy, Managing, milestone, mutual funds, nest egg, Peterson, pitfalls, PrincetonReview.com, Reducing the Financial Burden, residency, retirement assets, retirement savings, Right School at the Right Price, Risk, SAT course, Saving for College, Scholarships, Shrinking the cost of college, student, Tax Breaks, The College Board, The College Solution, The Princeton Review, Wealth management, www., www.petersons.com

Jan

7

The Debt Ceiling is the New Fiscal Cliff: Year-End Recap & Preparing for 2013

By Bradford Pine
Categories: Economic Notes, Fiscal Cliff, Retirement Planning, Tax Tips, The U.S. Debt Limit
Tags: $450, $620 billion over 10 years, 000, 000 for married couples, 20 percent for capital gains and dividends, 2011 Tax Planning numbers, 2012, 2013, 401(k), 401k Rollovers, Active management, alternative investments, Business planning, capital gains, congress, Congress passed new legislation, debt, Debt Ceiling, diversification, Dow Jones Industrial Average ending up at 7.26 percent, Education planning, educational information, entitlements, Estate Planning, estate tax, Estate tax rates will also be extended, extension of income tax rates, Financial Emotions, Financial services, government, Government benefits, government spending, Hurricane Sandy, income up to $400, indexed for inflation, Individual income tax planning, Investing, Investment planning, IRA Rollovers, long term capital gains and dividends tax rates, longer-term accounts, Managing, maximum rates will rise to 39.6 percent, mutual funds, nation's debt ceiling, national debt, nest egg, portfolio, Presidential election, Protection planning, retirement assets, Retirement planning, retirement savings, Risk, S&P 500 closing up 13.4 percent, social security taxes, spending, Tax law, Tax Losses, Tax Relief, The Fiscal Cliff & The Economy, volatility, Wealth management, well-diversified strategy, • S&P Downgrade of US Debt

Dec

3

2012 Investment and Tax Planning While Approaching the Edge of the Fiscal Cliff

By Bradford Pine
Categories: Fiscal Cliff
Tags: $125, $200, $250, 000, 10%, 15%, 15% maximum; 0% for those in 10% and 15% income tax brackets, 2011, 2012, 2013, 25%, 28%, 3.8% Medicare, 3.8% Medicare contribution tax, 31%, 33%, 35%, 36%, 39.6%, 401(k), alternative minimum tax, AMT, and estate taxes, baby boomers, Bush tax cuts, Business planning, capital gains, concerns, congress, cost basis, Costco, debt, December 2010, defense spending, dividend income, dividend-paying and high- growth stocks, Dividends, Estate Planning, estate tax, exemptions, federal tax brackets, federal tax rates, Financial Emotions, financial planning, Financial services, Fiscal Cliff, government, income, income tax rates and credits, Individual income tax planning, Investing, investment income, Investment planning, IRA Rollovers, legislation, long-term allocations, long-term capital gains, married and filing separately, Medicare, Medicare contribution, municipal bonds, munis, nation's debt ceiling, nest egg, ordinary income, partisan, payroll taxes, portfolio, Protection planning, qualifying dividends, retirement assets, Retirement planning, retirement savings, Risk, special dividends, Tax Breaks, tax increases, Tax law, Tax Losses, tax planning, tax raises, tax rates, Tax Relief, tax-deferred accounts, taxable and tax-deferred accounts, traditional 401(k)s and IRAs, uncertainty, volatility, Wal-Mart, Wealth management, well-diversified and actively-managed strategy

Nov

13

Pre & Post Planning for the Loss of a Spouse: Advice on Financial Planning for Couples

By Bradford Pine
Categories: Estate Planning
Tags: 401k Rollovers, accident, advice, and accountants, Bond Investing, bond portfolio, borrow, cancer, Cemetery, Chemotherapy, Coping, couple, couples, death, deceased, depressed, depression, died, Early Disrtibutions, Estate Planning, estate planning wills, estate tax, expense spreadsheet, expenses, finances, financial, financial advisors, financial details, Financial Emotions, Financial services, Funeral Arrangements, grief, Grieving, Heart attack, help, Hospice, hospital, husband, illness, including bank accounts, insurance brokers, insurance policies, Investing, investment accounts, Investment planning, IRA Rollovers, last will and testament, lawyers, living trust, losing, loved one, nation's debt ceiling, nest egg, Organization, organized, overwhelmed, pensions and other retirement accounts, relative, retirement assets, Retirement planning, retirement savings, sad, safety deposit boxes, Social Security benefits, social security taxes, spending, spouse, stress, stressed, support, Tax law, Tax Losses, Tax Relief, taxes, trust, Wealth management, Wife, will

Oct

17

The Tax Landscape: Countdown to 2013 as Fiscal Cliff Looms

By Bradford Pine
Categories: Fiscal Cliff, Tax Tips
Tags: $125, $200, $250, 000, 10%, 15%, 15% maximum; 0% for those in 10% and 15% income tax brackets, 2011, 2012, 2013, 25%, 28%, 3.8% Medicare contribution tax, 31%, 33%, 35%, 36%, 39.6%, 401(k), alternative minimum tax, AMT, baby boomers, Bush tax cuts, Business planning, capital gains, congress, cost basis, debt, December 2010, Dividends, estate tax, exemptions, federal tax brackets, federal tax rates, Financial Emotions, Financial services, income, Individual income tax planning, Investing, Investment planning, IRA Rollovers, legislation, long-term capital gains, married and filing separately, Medicare contribution, municipal bonds, munis, nation's debt ceiling, nest egg, partisan, payroll taxes, portfolio, Protection planning, qualifying dividends, retirement assets, Retirement planning, retirement savings, Risk, Tax law, Tax Losses, tax rates, Tax Relief, Wealth management

Oct

3

My New York Daily News Money Pros Column: The Stretch Option for Inherited IRAs

Sep

12

Things to Consider When Buying a Home

By Bradford Pine
Categories: Knowing Your Spending Habits
Tags: 2011 Tax Planning numbers, 401k Rollovers, accepted, afford, application, Applying for a Mortgage, attorney, borrow, broker, Buying a Home, closing, compare, construction, counteroffers, debt, documents, Estate Planning, finance, Financial Emotions, Financial services, house, HUD-1 settlement statement, income, inspectors, Investing, Investment planning, IRA Rollovers, lender, lien, loan, Make an offer, Managing, mortgage, mortgage brokers, negotiations, neighborhoods, nest egg, offer, portfolio, preapproval, prequalification, Prequalifying, price range, Promissory note, properties, property, Property taxes, real estate agent, retirement assets, retirement savings, Risk, schools, social security taxes, spend, stressful, Tax law, title professionals, Truth-in-lending disclosure, Wealth management, what to expect

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