Hoxton In The News

Aug

Julia F. Connell, CFP, MBA writes for Medical Economics®

Make cash flow analysis part of your financial plan
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APR

Rob Hoxton Launches The Rural Financial Planning Project

The CFP Board of Standards, Inc. approved a Shepherd University program entitled Major in Business Administration with a concentration in Financial Planning.
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APR

Financial Planning: Can Modern Portfolio Theory Safeguard Your Clients?

Rob Hoxton discusses how the recent financial crisis has made him question much of what he had been taught throughout his career as a financial advisor.
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Recent Blog Entries

Dec

Social Security Benefits Should Be Optimized: It’s Not Always Easy to Figure Out — by Rob Hoxton, CFP®, AAMS, AIF®

Every day, over 10,000 baby boomers become eligible for Social Security benefits. New rules and regulations make it difficult to apply for benefits. In fact, the maze of laws makes applying for benefits a tedious and complicated affair. Did you know that… …the earliest age a person can receive benefits is age 62? …the average [...]

IRA Charitable Donation Provision Offers Tax Relief to Seniors

In the past, seniors age 70 ½ and above were forced to take required minimum distributions (RMDs) from their IRAS, whether they needed the additional income or not. These RMDs were then treated as income and subject to taxes. The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 extended the deadline [...]

Government Stepping in to Help Pay for Long Term Care Costs

The federal government is concerned about the rising costs of long-term health care for senior citizens and the disabled. And it is actually taking action. The Community Living Assistance Services and Support Act (CLASS Act), part of the health reform legislation signed into law by President Obama in 2010, will establish the nation’s first government-run, [...]