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Starting Late

Published April 21, 2010 5651 Views

For the past couple of months I have blogged about 'starting early' and 'investing in your 20's and 30's.' For those whose 20's and 30's have passed them by, that may not be particularly helpful, especially if they don't have substantial retirement savings to speak of. While it is true that the earl...

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Just Do It!

Published April 20, 2010 5671 Views

This is a catch-phrase that we have all heard. It is usually associated with a particular brand of footwear. Today we are going to apply it to your life insurance! "Just Do It" - arrange for a life insurance audit TODAY. You may reap significant benefits. Many of us have old life insurance poli...

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Meet Coryn Herrema!

Published April 20, 2010 6626 Views

  Coryn joins Brighton Securities as Human Resources Administrator. With 10 years of experience in the Human Resources field, we're pleased to welcome her to our management team. Coryn will be working part-time out of the Rochester office to help make Brighton Securities an even better place to w...

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What Goldman Did

Published April 19, 2010 5935 Views

Last week's fraud indictment of Goldman Sachs was validation for that firm's critics but left some wondering what exactly Goldman did wrong. After all, defenders of Goldman and its ilk point out, brokerage firms need to be able to be on both sides of transactions in order to serve their customers. O...

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Tax Relax

Published April 16, 2010 5931 Views

Random thoughts on the end of Tax Season for 2010: How long must you keep your tax records? Generally you should retain your tax records for three years from date of filing. So if you filed your 2009 return yesterday, you should retain access to a copy until April 15, 2013. Because the period is on...

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Trust Talk Part III

Published April 13, 2010 5517 Views

A revocable living trust can accomplish a variety of goals. You can provide for continued management of your financial affairs during your lifetime, at your death and even for generations to come. Your revocable living trust avoids probate and reduces the chance that personal information will become...

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Earnings Calendar

Published April 13, 2010 6153 Views

Earnings season is once again under way. The line-up for week 1 includes Alcoa, Bank of America, General Electric, Intel, and JP Morgan Chase among DOW 30 components. Once again I put together a list of when each DOW 30 company reports. If you have questions regarding any stock not listed feel free...

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2010 Health Reform Legislation - Part III: Higher Taxes On High-Income Taxpayers

Published April 12, 2010 6261 Views

This week for my series on the 2010 Health Reform legislation we'll discuss higher Medicare taxes on high-income taxpayers. Basically, high-income taxpayers will be hit with a double whammy: a tax increase on wages and new levy on investments. Higher Medicare payroll tax on wages. The Medicare pay...

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My Big Fat Greek Bailout

Published April 12, 2010 5860 Views

I once again borrow from a film I have never seen for today's title. Back in February I noted that Europe would ultimately bail out Greece, which is up to its neck in debt and unable to borrow any more. At the time of my post, the Euro was changing hands at about $1.38; last week that level was $1...

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Meet Douglas Hendee!

Published April 9, 2010 7096 Views

Douglas Hendee is the newest addition to the Brighton Securities team. A resident of Penfield, Doug has been in the business of helping clients set and achieve financial goals since 1999. In 2007, Doug earned his Certified Financial Planner designation. Most recently with Morgan Stanley Smith Bar...

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