I haven’t had time to delve very deeply into the new Healthcare plan that the President signed recently. Somehow the pile of tax returns keeps getting in the way…
Never fear though, a colleague of mine, Curtis Smith, CFP®, of Sugarland, Texas, recently posted a couple of blog articles reviewing the major tenets of the plan, along with what we can expect over the remainder of this year, and for the next several years to come (unless things change).
Curtis’s first article is called “Health Care Changes in America” – and you can view it by clicking on the article title. This is the overview for the average American. The second article is entitled “How Will Health Care Reform Affect Your Small Business” – and as the title indicates, it’s the small business viewpoint. These articles are an excellent, balanced review of the plan – I think you owe it to yourself to give them a look to get a good overview of what it’s all about, and what’s coming.
And, tell Curtis I sent ya… he’s taking up the slack for me!
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Financial professionals sometimes get wrapped up in the overly-complex – retirement projections, Monte Carlo analysis, trust and estate planning, and complicated portfolio design. It often comes to mind that we need to stop and remember what the most important concepts are in successful financial planning, and that can be boiled down to a very simple formula for success.
As a smart consumer, you have likely heard that it’s a good idea to get your credit report every year from all three services: Experian, Equifax, and TransUnion. You’ve probably also seen the ever-present “Free Credit Report” commercials on the television (unless you TiVo everything and skip past the commercials!) – so you may be wondering: is that the place to go to get the credit reports?
Planned for 2010: more of all the yummy income tax, IRA, and other retirement-related and investment/financial planning articles that you’ve come to expect; likely a Social Security Owner’s Manual and a 401(k) Owner’s Manual (along the same lines as the IRA Owner’s Manual); guest experts will from time to time contribute posts on areas complimentary to my expertise; and continuing the pace of approximately 175 to 200 posts throughout the year. Please pass along any suggestions for new topics and series that you’d like to see written up and discussed.
Revisiting an old theme again after a few months off, I wanted to highlight some blogs I’ve read recently that I think are worthy of your review. This particular edition is dedicated strictly to blogs based in the Land of Lincoln.
Jim’s Note: I am off on a vacation this week. That’s right, I have R-U-N-N-O-F-T (see the excellent movie “O Brother, Where Art Thou?” to understand the reference). In lieu of my regular LinkSharing, I’ve reprinted the below, with a few additions of my own, from Ben at 
Linkin’, Linkin’, I’ve been thinkin’…*
To start things off, Jeff “don’t call me Jan” Rose over at the “Good Financial Cents” blog wrote about the changes coming for Roth IRAs next year in the post 
I think I’ll keep up with this activity, sharing links to others’ blog entries that I found compelling over the past week or so – just don’t hold me to a schedule, I can’t promise that I’ll always have time to do this…
Here’s an excellent blog post over on the 
My first book, A Social Security Owner's Manual, has just been published. You can 
And if you've come here to learn about queuing waterfowl, I apologize for the confusion. You may want to discuss your question with Lester, my loyal watchduck and self-proclaimed "advisor's advisor".