PUBLICATIONS
Periodically, as a service to our clients we publish the Financial & Benefits Update. This publication gives insight into a variety of topics for both individuals and businesses. You can access issues of these newsletters via our website, or call and we'll be glad to send you a copy. The following is a list of currently available issues with the topics covered. (These are 4 page, color documents with pictures - please allow time to download depending upon your connection speed)
Winter/Spring '2003 Financial & Benefits Update
Sales of Fixed Annuities Soaring
Healthcare Spending In 2001 Up 8.7% To $1.4 Trillion
Medicare Coverage Changes For 2003 Plan Year
Employers Required To Notify Employees of "Earned Income Credit"
401(k) Plan Loans - Proceed With Caution
Women's Health and Cancer Rights Act
QUESTIONS & ANSWERS: Disturbing Medical Insurance Findings Under COBRA Continuation
Spring '2002 Financial & Benefits Update
Maximizing Retirement Contributions With Section 412(i) Plans
"One Person Groups" in Florida - Get Ready For Open Enrollment
New Law Cuts Prescription Drug Costs For Florida Medicare Recipients
A Reverse Mortgage May Be Your Answer To Preserving Assets
Turned Down For Medical Insurance? - Know Your Rights
Selling Your Life Insurance Policy
QUESTIONS & ANSWERS: What Are Investment Advisory Fees?
Fall/Winter '2001 Financial & Benefits Update
Medical Savings Accounts (MSAs) - The Future of Medical Insurance?
Study Shows Hospital Based Care Now Behind Rising Health Care Costs
Certificates of Creditable Coverage
Improvements in Education IRAs Make Then Worth a New Look
NEW Tax Credits for Lower/Moderate Income Retirement Plan Participants
Our TOP FIVE Wary Investments
Long Term Care - What Are The Odds?
COBRA and the Family Medical Leave Act (FMLA)
QUESTIONS & ANSWERS: What's Really Important In A Long Term Care Policy?
Summer '2001 Financial & Benefits Update
Economic Growth & Tax Relief Reconciliation Act of 2001 (EGTRRA)
Medical Underwriting Comes To Florida's Small Group Medical Insurance Market
COBRA Compliance Readdressed
IRS Updates Table 1 Rates for Excess Group Term Life Coverage
New Tax Credits for Small Employer Pension Plans
Student Loan Interest Rates Drop
Catch-up Pension Contributions for Older Workers
New IRA Contribution Limits for 2002
QUESTIONS & ANSWERS: Medical Insurance Continuation (Mini-COBRA) for Groups of < 20 employees
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