Blue Summit

GOOD MONEY: TAX & ESTATE PLANNING CHANGES FOR 2011 & BEYIOND

 

“Your guide to financial planning & socially responsible investing”

 

By Judith L. Seid, CFP ®
President, Blue Summit Wealth Management

 

 

February 17, 2011 (San Diego’s East County) -- We had been updating you throughout 2010 on Congress’ inaction in addressing the estate tax debacle. It seems as though this inaction and deaths of four billionaires alone last year cost the federal government roughly $6.5 billion in taxes. Yikes!

 

So the debate is over, for now, with the 11th hour passing of “The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010″ on December 16th. This fix is temporary for only two years, therefore the debate now begins on what to do after 2012.

 


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Local news in the public interest is more important now than ever, during the COVID-19 crisis. Our reporters, as essential workers, are dedicated to keeping you informed, even though we’ve had to cancel fundraising events. Please give the gift of community journalism by donating at https://www.eastcountymedia.org/donate.

GOOD MONEY: CREDIT CARD REFORM—HOW WILL THE NEW REGULATIONS BENEFIT YOU?

 


“Your guide to financial planning & socially responsible investing”

 

By: Judith L. Seid, CFP ®
President, Blue Summit Wealth Management

October 5, 2010 (San Diego’s East County) -- We all know that credit cards are useful parts of our technology filled lives. They add flexibility and simplicity to our consumerism driven world, but they can also be dangerous. With the average American now holding four credit cards and one out of every seven people in possession of more than 10 cards it is important to stay current on the laws and regulations that govern their use and affect you.


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Local news in the public interest is more important now than ever, during the COVID-19 crisis. Our reporters, as essential workers, are dedicated to keeping you informed, even though we’ve had to cancel fundraising events. Please give the gift of community journalism by donating at https://www.eastcountymedia.org/donate.

GOOD MONEY: INVESTING -- SHAREHOLDER ACTIVISM

 

 

“Your guide to financial planning & socially responsible investing”


By Judith L. Seid, CFP ®
President, Blue Summit Financial Group

 


Error message

Local news in the public interest is more important now than ever, during the COVID-19 crisis. Our reporters, as essential workers, are dedicated to keeping you informed, even though we’ve had to cancel fundraising events. Please give the gift of community journalism by donating at https://www.eastcountymedia.org/donate.

GOOD MONEY: WHAT IS A CERTIFIED FINANCIAL PLANNER?


Your Guide to Socially Responsible Investing

 

What Is a Certified Financial Planner™?

 

By Judith L. Seid, CFP ®
President, Blue Summit Financial Group

 


Error message

Local news in the public interest is more important now than ever, during the COVID-19 crisis. Our reporters, as essential workers, are dedicated to keeping you informed, even though we’ve had to cancel fundraising events. Please give the gift of community journalism by donating at https://www.eastcountymedia.org/donate.