Robert Negele is a 90-year-old retired executive who has lived in Connecticut for almost 40 years. Despite decades of community involvement, including service on corporate and charity boards, he and two of his children who live nearby are seriously considering leaving the state. ”It’s a prime possibility we discuss at Sunday night dinners,” Mr. Negele [...]
ExecutionOur promise is a year-round forward focus that achieves specific outcomes by design, not by chance. Results oriented, quality financial assistance is an investment where returns are measured in preparedness, tax savings, and consultation that positions you to meet your financial objectives.
News Articles - News Feed
This type of IRA can be the key to a comfortable retirement for many investors Self-directed IRAs offer a unique way to build retirement savings. Self-directed accounts differ from traditional retirement accounts in that they allow for alternative investments that are not traditionally offered by banks and other management firms. Investments Allowed in a Self-Directed [...]
The IRS on Friday issued two related proposed regulation projects on health care coverage reporting requirements under the Patient Protection and Affordable Care Act, P.L. 111-148. One set of proposed regulations gives guidance to providers of minimum essential health coverage that are subject to the information-reporting requirements of Sec. 6055 (REG-132455-11). The other set gives [...]
Latest Blog Feed
About the Notice This communication is specific to the notice requirement of the Affordable Care Act (ACA) and the upcoming October 1, 2013 deadline for employee health care coverage notification. Under the ACA, employers are required to notify their employee base about the options they have for health coverage in the new health care regime. [...]
1. DOL Model Notice – Employers Not Offering Health Plans (English) 2. DOL Model Notice – Employers Not Offering Health Plans (Spanish) 3. DOL Model Notice – Employers Offering Health Plans (English) 4. DOL Model Notice – Employers Offering Health Plans (Spanish) 5. DOL Model Notice for COBRA Continuation Coverage (English) 6. DOL Model Notice [...]