Focus on Tax Insurance & Financial Planning

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Industry Perspective: The Affordable Care Act Has Impacted Businesses on a Number of Levels

The Affordable Care Act (ACA), a.k.a. Obamacare, has been mired in controversy and change from the day it was signed into law. It has caused many businesses to address the following.

Commercial Insurance Managers’ Mumpower Views Life as an Adventure

Elkridge-based Commercial Insurance Managers (CIM) is a well-known staple in the Howard County community, as is its owner, Gordon Mumpower, Jr.

Personal Perspective: Some Tough Advice for the Do-It-Yourself Investor

Back in the good old days, it was considered a rite of passage to work on your own car. Father and son would pop the hood and pull spark plugs, change the oil and do other “manly” work.

In a Rapidly Changing Industry, Jolles Insurance Earns Trust

More than 30 years ago, Jolles Insurance started off with the original tagline: “Setting the Standards for Service.”

Are You Overweight? Your Investment Portfolio, That Is …

How do you know if you’re overweight? You could step on a scale, but this is not that kind of overweight. This kind of “overweight” regards your portfolio.

Ten Common Investment Mistakes to Avoid

Many investors gravitate toward investments offering the highest potential returns while ignoring the associated risks.

Higher Estate and Gift Tax Exemption Limits Are Not License to Dismiss Estate Planning

Upon death, a Maryland resident’s estate is subject to both a federal and state estate tax (or “death tax”). In 2015, the federal estate tax exemption — the amount an individual can leave to heirs without having to pay the tax — is $5.43 million and is expected to rise to $5.45 million in 2016.

Assembling a Planning Dream Team

Although you may already work with a financial planner and an estate planning attorney, you may not be making the most of their expertise if you haven’t asked them to work together on your behalf.

How to Avoid Becoming Financially Squashed in the Sandwich Generation

One of the greatest stressors in life can happen when you become responsible for caring for an aging parent while still supporting your own children.

The Dangers of Do-It-Yourself Estate Planning Using Joint Accounts

Every day, thousands of elderly or disabled Americans are faced with the need to ask for assistance from a family member or friend to help with their finances when they are no longer able to drive to the bank or have trouble managing their various monthly bills.

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