Episodes
Tuesday Mar 11, 2014
Tuesday Mar 04, 2014
Massachusetts Health Care Exchange: "Its The Worst"
Tuesday Mar 04, 2014
Tuesday Mar 04, 2014
Despite years in development and operation, The Health Care Exchange in Massachusetts A.K.A "the Health Connector" is failing to get people enrolled in Obamacare. Experts are saying – and state officials agree – it is the least efficient of all the state exchanges and perhaps worse than the federal exchange. Jeffrey Shank, ChFC spoke to the CEO of Ocean Employee Benefits about the situation and shares what he learned.
Tuesday Mar 04, 2014
Russia, Ukraine and the Economics of War
Tuesday Mar 04, 2014
Tuesday Mar 04, 2014
Russian intervention in Ukraine shook the markets. But Russian stocks were hit the most as money flowed out of the emerging market economy into developed countries. US Treasuries rallied and the US Dollar strengthened. What does this mean for your portfolio? Jeffrey Shank, ChFC talks about market risk and the confrontation in Eastern Europe.
Tuesday Mar 04, 2014
Warren Buffet Bullish On US Economy
Tuesday Mar 04, 2014
Tuesday Mar 04, 2014
During an interview with CNBC, Warren Buffet was asked about the economy, minimum wages, energy policy and tax policy. The billionaire investor also talked about his personal estate plan. Jeffrey Shank, ChFC recaps what the "oracle" had to say.
Tuesday Mar 04, 2014
Mass Health Connector Not Too Healthy
Tuesday Mar 04, 2014
Tuesday Mar 04, 2014
Despite years of operation, the Massachusetts Health Exchange website can't keep up with the changes imposed by the Affordable Care Act. It's so bad that Massachusetts officials recommend using the telephone or completing a paper application to enroll in Obamacare. David Ten Eyck of Ocean Employee Benefits explains.
Tuesday Feb 25, 2014
Are Married Taxpayers Required To File Jointly?
Tuesday Feb 25, 2014
Tuesday Feb 25, 2014
Jeffrey Shank, ChFC discusses the income tax filing rules for married couples. Can it make sense to file separately? Jeff explains what you need to know before the April 15th deadline.
Tuesday Feb 25, 2014
Free Income Tax Preparation: How Much Will It Cost?
Tuesday Feb 25, 2014
Tuesday Feb 25, 2014
"You get what you pay for" is particularly true when it comes to professional services. So if your income tax return was filed for free, it may have cost you more than you think. Income tax preparers are sometimes careless when it comes to your money. If it's free, why would they work hard to save you any? Jeffrey Shank, ChFC has some tips that could save you thousands in taxes.
Tuesday Feb 25, 2014
Harold Ramis - "One of a Kind"
Tuesday Feb 25, 2014
Tuesday Feb 25, 2014
With the passing of Harold Ramis you begin to wonder if creativity is also past. Tim Shank reflects on the career of a one-of-a-kind talent.
Tuesday Feb 18, 2014
Higher Taxes In 2013
Tuesday Feb 18, 2014
Tuesday Feb 18, 2014
Jeffrey Shank, ChFC explains some new taxes that took effect last year. Will it cost you more? It may be too late for your 2013 return. But it isn't too late to plan for 2014.
Tuesday Feb 18, 2014
Unusual Tax Breaks, Deductions & Exemptions
Tuesday Feb 18, 2014
Tuesday Feb 18, 2014
Jeffrey Shank, ChFC has some unusual, but legitimate, tax breaks. Did you know that your swimming pool could be a deductible expense?