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Newsletters

Written by Derek W. Jensen   
Monday, 01 June 2009 00:00
Volume 4, Issue 6

The Internal Revenue Service recently issued its 2009 "dirty dozen" list of consumer scams and tax evasion schemes that it warns the public to avoid and that it is targeting in audit and enforcement. This issue of The Wealth Counselor discusses this list and identifies resources to assist practitioners and clients in avoiding them.

Phishing
"Phishing" is a tactic used by Internet-based scam artists to trick unsuspecting victims into revealing personal or financial...

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Written by Derek W. Jensen   
Friday, 01 May 2009 00:00
Volume 4, Issue 5

According to the College Board, the average cost of a four-year college or university is increasing at between two and three times the rate of inflation. For the 2008-2009 school year, total costs average more than $14,000 per year for an in-state four-year college and $34,000 per year at a private four-year college.

As a result, saving for college is often the most significant savings goal for adults facing college costs in the future, particularly in light of many...

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Written by Derek W. Jensen   
Wednesday, 01 April 2009 00:00
Volume 4, Issue 4

The $787 billion, 1,100+ page American Recovery and Reinvestment Act of 2009 (ARRA) signed February 17, 2009 contains 575 pages of tax provisions. This issue of The Wealth Counselor highlights many of the more important of those tax provisions that affect individuals and small businesses, including some that, although not applicable to most of your clients, may affect their parents', children's, or grandchildren's taxes. Citations to the applicable sections of the ARRA are...

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Written by Derek W. Jensen   
Monday, 02 March 2009 00:00
Volume 4, Issue 3

Clients have worked hard to amass their wealth. Many have developed close ties to their advisers in the process, including financial advisers, CPAs and attorneys. Will those ties be broken if they become incapacitated or die? Do they want their successor Trustee or their Personal Representative to make that decision? This issue of The Wealth Counselor examines some ways in which the planning team can help clients address this important issue.

Shaping the Level of...

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Written by Derek W. Jensen   
Monday, 02 February 2009 00:00
Volume 4, Issue 2

This issue of The Wealth Counselor examines "safe" retirement account withdrawal rates in light of the recent bear market and what adjustments clients should make, if any, to ensure that they do not run out of funds in retirement. These issues are critical to clients and can open the door to discussions of other topics, including the adequacy of funds for retirement, planning needs, and life insurance, among others. Therefore, these issues are equally important to all...

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