Archive for January, 2010

“It Just Doesn’t Feel Right”- Roth Conversion Calculators

Monday, January 25th, 2010 by Cass Chappell, CFP®

Note from the author:  This is the first of many blogs dealing with the 2010 tax rule allowing anyone to convert traditional retirement funds into a Roth IRA.  The decision whether ... more »

The Fantasy Portfolio

Monday, January 18th, 2010 by Charles Mayfield, CFP®

As we approach the kickoff for Super Bowl XLIV, I can't help but wonder how many Americans are frantically trying to make those last few lineup changes to assure themselves of ... more »

Cobra Update

Monday, January 11th, 2010 by Charles Mayfield, CFP®

  The American Recovery and Reinvestment Act was amended on December 19th, 2009 (ARRA).  The ARRA has a provision that allows for the reimbursement of 65% of the premiums attributable the extension ... more »

Jumpstart 2010

Monday, January 4th, 2010 by Charles Mayfield, CFP®

Happy New Year to everyone!  As we are busy hanging up our new calendars, let's take a moment to cover some basic 'early year' strategies and action steps that can get ... more »