LKB In The News
7 Ways to Stay Ahead of Inflation in Retirement - Lyle is quoted in this US News and World Report article discussing some of the strategies you can utilize to deal with inflation in retirement.
AICPA Survey: Many Baby Boomers see Retirement Delayed at least 4 Years - Lyle is quoted in this article that discusses how the financial crisis caused many baby boomers to change their retirement plans.
Local Recognition for L.K. Benson & Company - Lyle has been selected by Baltimore magazine as a member of an elite group of Five Star Wealth Managers in the Baltimore area.
A Financial Report Card, Right in Your Tax Return - Lyle is quoted in this article discussing how you can use your tax return as a guide to reviewing your finances.
CARDS Act Radio Interview - Lyle does a radio interview discussing the new CARDS act which was passed by congress and contains new rules for credit card issuers.
$8 Million in assets - and can't get a mortgage - Lyle is quoted in this CNN Money article discussing the problems that wealthy individuals are having obtaining mortgages due to new banking restrictions following the financial crisis.
Recession Changes Investing, Spending Habits of High Net Worth Individuals - Lyle is quoted in this AICPA Article discussing the investing and spending habits of high net worth individuals.
Articles
2011 Year-End Tax Planning Basics - This article from Forefield provides a basic understanding of some of the areas where year-end tax planning might be beneficial to you.
New Student Debt Repayment Plan - On October 26, 2011, President Obama announced a plan that seeks to help college graduates pay back their federal student loans that is scheduled to take effect beginning in 2012. Read this article for more details
Social Security and Medicare Figures for 2012 - The Social Security Administration has announced for a cost-of-living adjustment for 2012. Find out all the details in this article.
College Board Releases New College Cost Numbers - Check out the numbers from the 2011 Trends in College Pricing Report.
Market Volatility and Your Emotions - When dealing with a volatile market, sometimes the most difficult challenge is to manage your emotions. This Forefield article helps you with that.
The Budget Control Act of 2011 - This article from Forefield details the key provisions of the bill signed into law by President Obama on August 2 that enable the U.S. Treasury to avoid defaulting on existing obligations.
The U.S. Debt Limit: Questions and Answers - Forefield Advisor provides some answers to your questions about the US Debt Limit, how it works and what would happen if it isn't raised.
What is a CPA Personal Financial Specialist? - This article from Forefield explains what the PFS designation is and what it means about the person who has it.
The Investment Tax Landscape: Countdown to 2013 - This article from Forefield highlights some of the major changes coming to tax law in 2013 and how you plan for the changes in 2011 and 2012.
Estate Tax Exemption is Portable(For Now) - Part of the major tax bill that was passed in December of 2010 introduced portability of the estate tax exemption. Forefield has a great summary of what this is and what it means for you.
Risk Tolerance Software - This is good summary of how the risk tolerance software we use from FinaMetrica works and how it can be used to help come up with an appropriate asset allocation for clients.
Presentations
Market Volatility Podcast - Lyle recently organized and recorded this short (30 min) podcast for AICPA members on dealing with the market volatility. While the podcast was geared towards advisors, we thought the analysis might be helpful to many of you as you seek to better understand these issues
Financial Planning - Helping You See the Big Picture
Retirement Planning - View a portion of Lyle's Presentation at the Chesapeake Tax Conference on Retirement Planning.