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September 21, 2010 |
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,
We're sending our newsletter out a second time. Technology was faster than my pressing the save edits button. Sorry!
Our inaugural "One Common Bond" luncheon exclusively for widows is next week. One member of our "One Common Bond" board, who is also a widow, will act as "ambassador" at this luncheon. See our announcement below. I'm hoping our effort will help many.
On a personal note, this weekend I and 5 others will run 201.5 miles (or attempt to do so) from Rocky Gap State Park in Cumberland, MD to National Harbor outside of Washington, DC. Our goal is to complete the trek in 29 hours. Wish me luck. We will need some :).
Best,
John A. Frisch, CPA/PFS, CFP
President & Founder
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Newly Formed One Common Bond Exclusively for Widows
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We're excited to announce our "One Common Bond" inaugural luncheon exclusively for widows.
Learn about trusted resources. Refresh your spirit. Relax in a caring environment. Our bi-monthly luncheon series is exclusively for widows to share common bonds in all aspects of their lives. Explore solutions for challenges essential and complex. Celebrate successes large and small.
Common Bond Luncheon Series, exclusively for widows
Thursday, September 30
Noon – 2 p.m. (registration at 11:30 a.m.)
Polo Grill, 7784 Gunston Plaza, Lorton, VA
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2011 Tax Changes
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A host of tax provisions enacted in 2001 and 2003--commonly referred to collectively as the "Bush tax cuts"--expire at the end of the year. While it's possible that new legislation could extend some or all of these expiring tax provisions, election-year politics make it difficult to predict what action, if any, Congress will take. With that in mind, here's what you need to know about the major changes that are scheduled for 2011.
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Healthcare Reform: Fact vs. Fiction
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The health-care reform legislation that passed earlier this year was incredibly broad in scope, so it's probably not surprising that there's a good deal of confusion, and a number of false or misleading claims being circulated. Here's the truth behind two of the claims that have gained the most traction lately.
The claim: Beginning in 2011, you'll be taxed on the value of your employer-provided health insurance...Don't be fooled.
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Smart Review of Retirement Holdings
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A May report by human resources consultant Hewitt Associates showed that the average U.S. employee will need more than 15 times their final pay in retirement resources (including personal retirement savings, employer-based retirement savings and Social Security) to maintain their current standard of living during retirement. Unfortunately, Hewitt found that four out of five workers are still expected to fall short of meeting all their financial needs in retirement unless they take immediate action to improve their savings habits or retire at a later age.
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Top 5 Things to Teach Kids About Money
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What if there was mandatory money instruction for every child in America from kindergarten on up and every adult was required to take an annual test confirming those concepts well into their senior years?
It’s a nice fantasy. But in reality, the first money lessons a child gets come from their parents, and experts agree that the way parents teach and reinforce those concepts will have a major impact on their kids avoiding major financial problems later in life.
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About Us:
Located in Woodbridge, VA, Alliant Wealth Advisors (formerly Millennium
Capital Management Corp) was founded to help a select group of families
achieve all that is important to them financially. To achieve our mission
we use a consultative wealth management process, which includes both
investment consulting and advanced planning. Our approach assumes that
every client is unique; every client has varying needs and objectives;
and no two clients share the same risk tolerances, time horizons and
dreams. In addition to providing our expertise we work with clients'
existing advisors and, where there is a gap to fill, we use our own
outside experts in the fields of tax, legal and high-end Insurance.
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