THE WEALTH STRATEGIST
July 19, 2006  Volume 1 | Issue 10
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Protecting Your Future from Long-Term Care!

Aaron P. Sevigny, CSA, CEP, RFC

With the costs of LTC already quite high and growing at an astronomical rate, retirees are well-advised to carefully consider their options in addressing this possible liability.  Insurance is certainly one solution, but with insurance, there...

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Using your Home for Business Purposes

Barbara A. Reilly, CPA, CSA

Over the years, you may have heard some of the horror stories of friends, neighbors, or even colleagues undergoing the dreaded audit by the IRS for claiming deductions on their federal tax return for home office business use.  Whether you're ...

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Say “No” to Capital Gains Tax in 2008

Steven T. Merkel, CFP®, ChFC

We all love to make money in the stock market, and Uncle Sam loves when you make money too.  When you sell a stock, bond, mutual fund, or other security at a gain above your cost basis, you’re subjected to a federal capital gains tax.  I...

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