Author Archive for: ‘admin’
Year-end Tax Tips in an Uncertain Economy
The decline in economic activity has many of our clients seeking advice on how to recover from their investment losses. There are some strategies that may help to reduce your tax liability and give you peace of mind. Unemployment: If you are unemployed, here are …
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Who Gets Mom’s Wedding Ring?
Recently I attended a function, where I ran into an old friend who explained her story to me. Long story short … she told me she and her husband filed for bankruptcy because of her husband’s medical condition, and they were now living with her …
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Wealth Replacement with Irrevocable Life Insurance Trusts
Do you have an estate plan? If so, will it provide benefits you can enjoy in retirement as well as minimize your estate tax exposure? The following text outlines an innovative estate planning technique that provides value-added benefits to you and your spouse while you’re …
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Financial, Retirement and Tax Planning
As we plan for the year ahead, many of us also have finances on our minds. In this unstable economy, many of us may be struggling to make ends meet and could be worried about keeping our jobs. Uncertainty can certainly breed stress as we …
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Fusion for Entertaining During the Holidays
It’s the holiday season, and that means only one thing – your house will be full of guests and that means you will be drumming up tasty bites in the kitchen. So, you are anticipating guests for dinner this weekend and don’t want to serve …
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India Inc. on Global Acquisition Sprees
The history of India is filled with instances about how foreign traders came to this land in search of prosperity and turned hay into gold. Indian shores saw the footprints of the Spanish, French, Portuguese, Dutch, and Chinese traders, though it was ultimately the British …
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India: Best Vacation Spots for NRIs
Planning your annual vacation? Wondering if it’s going to be the same old routine of going to India to meet family and old friends and acquaintances, with the kids bored to death doing the same things every year? Well how about combining a family gathering …
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John McCain
I first met John McCain in 1999 when I was a graduate student. He was coming to speak on my campus and I was selected to pick him up at Logan Airport. On the 45-minute ride to Harvard Square, we talked about many issues of …
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