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Category: Financial Planning

Cliff Ennico
Tax planning for 2013 and 2014. Cliff Ennico joins Jim Blasingame to recommend a tax checklist to filing for 2013 and planning for 2014, including expense deductions and retirement plan dates.
Barbara Weltman
Barbara Weltman joins Jim Blasingame to identify some of the retirement programs that you can still take advantage of for tax purposes both now and until you file your tax return.
Eva Rosenberg
Here are some retirement plans for year-end tax planning. Eva Rosenberg joins Jim Blasingame to talk about establishing retirement plans before year-end, including a 401k and a SEP IRA.
Maria Shinn
Maria Shinn joins Jim Blasingame to discuss the specialty law practice of estate planning and administration and elder care planning, plus why it's important to have a documented plan for your long-term care.
John Harrison
Why can't we keep the insurance we have under Obamacare? John Harrison joins Jim Blasingame to reveal that some Americans will be put in financial jeopardy under Obamacare.
John Harrison
One way or another, you'll be impacted by Obamacare. John Harrison joins Jim Blasingame to reveal how most Americans will be impacted by Obamacare, and to identify how you can do that without going to the government's website.
John Harrison
How will Obamacare impact your retirement? John Harrison joins Jim Blasingame to reveal the many ways that Obamacare will have an impact, mostly negative, on your retirement planning, especially risk management.
Andrew J. Sherman
Millions of Boomer business owners will retire in the next 20 years. Andrew Sherman joins Jim Blasingame to report on the demographic fact that millions of Baby Boomers will sell their businesses and transfer $Trillions of wealth in the next 20 years.
Jerry Ripperger
What you've heard about an ESOP may not be correct. Jerry Ripperger joins Jim Blasingame to clear up some misconceptions about an Employee Stock Option Plan, including that the owner doesn't have to lose control.
Jerry Ripperger
Consider an ESOP when you're ready to sell your business. Jerry Ripperger joins Jim Blasingame to explain some of the elements of creating a successful Employee Stock Option Plan as a versatile exit strategy.

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