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]
New law provides relief from IRA distribution in '09
The Worker, Retiree, and Employer Recovery Act of 2008, which was signed into law at the end of last year, has a dramatic positive impact on those who are subject to minimum distributions from their individual retirement accounts.
Avoiding risk: Why not transfer assets to spouse?
One of the most effective strategies to protect assets is not to own them if you are an "at-risk" individual.
With investing, variety is the spice of life
Like everyone else, I'm frustrated and confused by the stock market and the global economic situation. How can I reduce the risk in my portfolio but still have it grow for the long term?
How much life insurance is enough?
Delaying decisions about life insurance can result in expensive and unintended tragic consequences.
Navigating the world of charitable trusts
What are the differences between the various types of charitable trusts?
Donating old policy can benefit charity, donor
If you determine that the life insurance you bought years ago is no longer needed to provide for a surviving family, it can be canceled or given to your favorite charitable not-for-profit entity.
States' 529 plans have tax, control advantages
With regard to 529 plans, is it advantageous to use my own state's plan, and what are the rules about contributions and withdrawals?
Preferred stock lives up to its name
Can you explain the major differences between preferred stock and comon stock?
New 401(k) option can maximize investments
As someone who is 20 years away from retirement, does it still make sense to contribute to my 401(k) plan with the market suffering; and if it does, what limits and rules should I be aware of?
Protecting your assets: Don't be fooled
There are a number of popular misconceptions that arise when physicians discuss ways to protect their personal assets from lawsuits or creditors.