Measuring Success – Don’t Fall into the Gap!
I’ve been reading The Gap and the Gain by the always-worth-reading Dan Sullivan, and, as his books always do what they do – got me thinking. There’s an entrepreneur – super-smart, skilled and achieving, and so successful – who is never happy with the success they’ve achieved. I don’t have to name names – because […]
Avoid Worry and Anxiety – the Marcus Aurelius Way
I’ve been reading Marcus Aurelius’ Meditations lately, and am much impressed by the last of the Five Good Emperors of Rome. Aurelius was one of the most notable Stoic philosophers. His work, his advice, are fresh and relevant, almost 2,000 years after his death, and I offer a little of it here. Mostly, he writes […]
JazzFest’s Return Delayed – But Don’t Give up Hope!
To Our Valued Clients and Friends: Back in July, I wrote about the prospect of JazzFest’s returning this October, how much I was looking forward to it, and what the festival means to me. Sadly, we’ll have to wait a little longer for that return. The organizers felt that, given the resurgence of COVID-19 via […]
Hurricane Ida – Unreimbursed Personal Casualty Losses
In our most recent installment in this series on Hurricane Ida (here), we talked about damages to personal property covered under most homeowners’ insurance policies. Today, we take a look at unreimbursed damages to personal property. Damages to and losses of personal property caused by a federally-declared disaster (such as a hurricane) which are not […]
Hurricane Ida – Covered Personal Casualty Losses
Now that we are a month past Hurricane Ida’s hitting us, many of you will already be dealing with insurance adjusters and trying to get your claims paid. In our last installment in this series on Hurricane Ida (read it here), we discussed business interruption insurance claims. Now, we are going to talk about covered […]
Roth Accounts – New Proposed Limitations Explained
We’ve been discussing conversions of tax-deferred retirement assets to Roth (after-tax) accounts since 2010, when President Obama’s Administration and the IRS eliminated income limits on such conversions. Now, House Ways and Means Committee Chairman Richard Neal proposes prohibiting pretax IRA and 401K conversions to Roth IRAs and Roth 401(k)s for taxpayers in the highest tax […]
Explained: Proposed Tax Changes from the House Ways and Means Committee
On Monday, September 13, 2021, House Ways and Means Committee Chairman Richard Neal released proposed tax changes pursuant to the “Build Back Better” reconciliation bill. These proposals are scheduled to be considered in Committee on Wednesday, September 15, 2021. The proposed tax increased are projected to raise federal revenue by more than $2 trillion over […]
Hurricane Ida – Business Loss of Income Claims
As more and more people get back into our homes and our businesses, many of us will have insurance claims to file. For our businesses, especially those whose business property sustained damage, one crucial claim will be for business interruption and loss of business income – hopefully most if not all of us have such […]
RFG is Here to Help Your Business Recover
In the wake of Hurricane Ida, we want to make sure you are safe and well. Our team members all evacuated, our servers are up and running, and RFG is open for business. We are reaching out to offer our assistance. if you need help, we’re here. If your business has been interrupted due to […]
Hurricane Ida – Insurance Coverage & Mandatory Evacuations
To Our Valued Clients and Friends Many of us are currently under mandatory evacuation orders – which can mean that living expenses away from home can mount up quickly, especially for those not staying with family or friends. The good news: loss of use coverage, which pays “necessary increases in living expenses,” comes standard in […]