Monthly Archives: October 2012

5 Questions a Financial Planner should ask YOU

From Jacoba Urist at – Summary: 1. What is it you hope to accomplish by visiting a financial planner? 2. What is your current income and do you expect any changes to it? 3. Do you have a formalized household budget? 4. How involved would you like to be in the process? 5. […]

AMT Patch proposed for 2012 and 2013

“The Family and Business Tax Cut Certainty Bill of 2012 (Sen 3521 ) would patch the alternative minimum tax (AMT) for the 2012 and 2013 tax years for an estimated revenue loss of $132.2 billion.” Full text of the bill: It also extends several other popular tax provisions: the deduction for teachers who buy […]