The
U.S. Dollar and Your Portfolio The U.S. dollar has
struggled over the last few years. If you've held
international investments, you may have caught a tailwind.
However, a diluted dollar also can affect your portfolio in
other ways.
The
Importance of Getting a Qualified Appraisal For
years, Congress and the IRS perceived that taxpayers were
overstating the value of donations for tax deduction purposes.
As a result, the rules regarding valuations of charitable
contributions have recently become more stringent, and they
include harsher penalties for excessive valuations.
Income
in Retirement You've worked hard your whole life,
anticipating the day you could finally retire and enjoy your
golden years. Well, that day has arrived. There's still work
to be done, however--you'll need to carefully manage your
assets so that your retirement savings will last as long as
you need them to.
Ask
the Experts: What is concierge health
care? Concierge health care is a primary-care
arrangement that requires you, the patient, to pay your
physician an annual retainer fee (often over and above your
health insurance premiums) in exchange for improved access and
services.
Ask
the Experts: What's the difference between an HMO and a
PPO? Both health maintenance organizations (HMOs)
and preferred provider organizations (PPOs) are types of
managed health-care systems that attempt to reduce costs
through preventative medical care and various utilization
management techniques.
This publication should not be construed as
investment or tax advice. The information obtained in preparing this
publication came from sources deemed reliable but Ifrah Financial
Services, Inc. makes no guarantee as to its accuracy or
completeness. Please consult with professionals prior to making
decisions that can impact your financial life.