Yearly Archives: 2012

Financial Resolutions for 2013

From the good folks at Fidelity, here is an excerpt of their suggestions for 2013:

A month-to-month guide for helping you keep your financial resolutions in 2013.

The shift to thrift

This year, 52% of Americans listed “saving more money” as their top financial resolution, versus 46% last year. Paying off debt (19%) and spending less (19%) came in second and third, according to the study.



Read more >
Posted in Other

Facing the Tax Cliff (Part 2 of 2)

This is Part 2 of 2.

I have seen many articles and heard countless comments about the looming “Tax Cliff”, Taxmageddon or “Fiscal Cliff”.  The best article I have seen is from the Journal of Accountancy published by the American Institute of Certified Public Accountants (AICPA).

Individuals changes were summarized in Part 1, Businesses are summarized here in Part 2.…

Read more >

Posted in Other

Facing the Tax Cliff (Part 1 of 2)

I have seen many articles and heard countless comments about the looming “Tax Cliff”, Taxmageddon or “Fiscal Cliff”.  The best article I have seen is from the Journal of Accountancy published by the American Institute of Certified Public Accountants (AICPA).

I will summarize the article in two parts:  Individuals and Businesses.…

Read more >

Posted in Other

Social Media Policy Tips

Some thoughts on creating a Social Media Policy………….
  • Have a plan – This should include an Introduction and Definition of Social Media. Not everyone is familiar with social media, tell them what it is (and isn’t).
  • Explain the rational and reason for the policy – Provide some context why the policy is needed.


Read more >
Posted in Other

New 401(k) Disclosure Regulations

Wednesday, November 14, 2012.

If you provide a 401(k) plan to your employees, do you know what is supposed to happen by that day?

This is the day that, according to the Department of Labor’s Employee Benefits Security Administration (EBSA), employees must receive their 401(k) statements for the previous quarter (45 days after the end of the third quarter (July through September)).  …

Read more >

Posted in Other
Categories
Recent Posts
Tags
Archives