Every month, Mr. O’Connell writes a column. To see what’s on his mind this month, click here. To see his past writings, click here.

Previous Headlines:

Exchange An Old Annuity Or Life Insurance For Long Term Insurance - May 2010
A new law makes a purchase of products that combine annuities or insurance policies with long-term care insurance more attractive. Read More...

Everyone Should Do It - April 2010
Let's take a break from the constant pounding we're getting about taxes, deficits, healthcare, etc. Today we'll focus on something that roughly 80% of Americans have not paid any attention to... getting their wills and legal documents done. Read More...

Taxes Are Coming, Taxes Are Coming - March 2010
Like Paul Revere's 'Midnight Ride' through the Massachusetts countryside, we are sounding the alarm that higher taxes are coming. Read More...

When You Just Can't Be There - February 2010
In our never ending quest to provide you with the information you need we have developed a relationship with an organization called Freedom Eldercare. We encourage you to check them out. Read More...

2010, The Year of the Roth IRA Conversion - January 2010
Roth IRAs are a powerful tool if used correctly, but they are not for everybody. The article details some of the reasons to consider a conversion and other reasons to avoid a Roth conversion. Read More...

A Big Tax Break for Hybrid Annuities - December 2009
A tax break that needs to be publicized. In 2010, you will be allowed to withdraw money from a certain kind of annuity without paying taxes as long as you use it to pay for qualified long term coverage. All baby boomers - especially those in the highest tax bracket - can thank the Pension Protection Act of 2006 for this new, fortunate development. Read More...