Philip C. Benedict, CFP
Benedict Financial Advisors, Inc.
Atlanta, Georgia  30328
770-671-8228

Member of the national ElderCare Matters Alliance

What would make most people happier? Better health? More friends? More time with children and grandchildren? 

Read more on Article of the Week on ElderCareMatters.com: "What do most of us want more of?"…

Richard M. Morgan, JD, LLM
Morgan and DiSalvo, P.C.
Alpharetta, GA  30022
678-720-0750

Member of the national ElderCare Matters Alliance, Georgia chapter

Executive Summary:  Converting your investments in traditional IRAs to a Roth IRA during 2010 can be an important planning opportunity for many tax payers.  This conversion allows you to move from a tax deferred environment into a tax free environment.  While this opportunity is normally open to those with income below a certain cap amount, during 2010 no such income cap exists.  Further, while such conversion is an income taxable event (but without any penalties), conversions during 2010 give you the option to defer the taxable income by recognizing 1/2 in 2011 and 1/2 in 2012.  Read more on Window of Opportunity: Convert Traditional IRA to a Roth IRA During 2010…

By Philip C. Benedict, CFP
Benedict Financial Advisors, Inc.
Atlanta, Georgia
770-671-8228

Member of the national ElderCare Matters Alliance,
Georgia chapter

Raymond and Sally are what almost everyone wants to look like and act like when they pass their 80th birthday.

Sally still volunteers at the local elementary school and Ray is a landmark at the local golf club. They seem to have everything – good health, a fine daughter and son-in-law and three adorable grandchildren. Their lifestyle, while not extravagant, could not be considered modest either. Read more on Overspending is more than simply spending your children's inheritance…