Joel M. Blau, CFP
Mr. Blau is chief executive officer of MEDIQUS Asset Advisors, Inc., in Chicago. He can be reached at 800-883-8555 or [email protected]
http://www.urologytimes.com
Estate planning: Don’t make these mistakes
Here is a list of potential estate-planning mistakes you can help avoid with professional counseling.
Financial planning: Be proactive with year-end ‘to do’ list
As we approach the end of the year, take the necessary time to review your financial planning strategies. A lot can happen in a year.
Diversify your portfolio with zero coupon bonds
In this "Money Matters" column, Joel M. Blau, CFP, and Ronald J. Paprocki, JD, CFP, CHBC, also discuss donor-advised funds.
Tying the knot raises multiple financial issues
"The marriage process, regardless of age, requires careful thought about a number of financial situations a couple will likely face," write Joel M. Blau, CFP, and Ronald J. Paprocki, JD, CFP, CHBC.
IRAs: How to make an early withdrawal
You can withdraw money from an IRA at any time and for any reason, but it's important to keep in mind that most IRA withdrawals are at least partially taxable.
How a second marriage affects estate planning
Decisions regarding wills, living trusts, and power of attorney are critical when forming a blended family, according to Joel M. Blau, CFP, and Ronald J. Paprocki, JD, CFP, CHBC.
Health savings account provides triple tax benefit
One of the greatest benefits of being covered under a high-deductible health plan is generally the ability to open a health savings account and receive tax-preferred treatment on money saved for medical expenses.
Can life insurance be used to pay estate taxes?
"Money Matters" columnists Joel M. Blau, CFP, and Ronald J. Paprocki, JD, CFP, CHBC, discuss irrevocable life insurance trusts as well as what happens when someone dies without leaving a will.
Legislation renews IRA charity tax break
The Protecting Americans from Tax Hikes Act of 2015 was signed into law on Dec. 18, 2015. The law renews a long list of tax breaks known as “extenders” that have been expiring on an annual basis.

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