Cooking Techniques and Financial Management

Whether baking a cake or preparing unique dishes, both require the necessary and assorted ingredients: time, expertise, finesse and the ability to tweak the recipe to obtain the desired results. Guess what? Portfolio construction and financial management may not be all that different. In effect, a financial professional is expected to build an investor’s portfolio after carefully ascertaining precisely what is the individual’s risk tolerance, challenges, goals, timeline for investing and end-point needs. Yet how does an investor go about locating a financial professional in the universe of available services and the multitude of different titles?

Wednesday, April 04, 2018/Author: H. William Wolfson/Number of views (473)/Comments (0)/ Article rating: No rating

Taxes, Football and Conflicting Rules

When you play in a sport and follow the rules there is an expectation of a fair game with a winner and loser. If you watched the recent Super Bowl you may have seen two touchdowns by the Philadelphia Eagles that were scored and upheld. The National Football League (NFL) "catch rule" has garnered much consternation as being interpreted differently by officials. Confusing may be an understatement. This rule seems to vex coaches, players, fans and media announcers, causing much head scratching. Whether your team won or lost, this rule is maddening. Those who love the game agree that this rule needs to be carefully reviewed and changed. So, what does this have to do with taxes?

Monday, February 26, 2018/Author: H. William Wolfson/Number of views (629)/Comments (0)/ Article rating: No rating

Blues Plans Issuing Denials for Certain Modifiers

ACA has recently heard from members in a few states that some Blue Cross Blue Shield plans are automatically denying claims that contain the -25 and -59 modifiers. The states we have heard from to date include Illinois, Oklahoma and Texas. The Blues plans in these states are owned by Health Care Service Corporation (HCSC), an umbrella company that also owns the Blues plans in Montana and New Mexico. ACA has since learned that a new code-auditing enhancement is the source of the denials. 

Wednesday, February 07, 2018/Author: Julie Lenhardt/Number of views (2843)/Comments (1)/ Article rating: No rating

ACA Convenes Stakeholder Forum to Address Opioid Crisis, Collaboration

The American Chiropractic Association (ACA) hosted a historic Stakeholder Collaborative Forum on Jan. 26 at Northwestern Health Sciences University to delve deeper into the current market need for chiropractors in combating the opioid crisis as well as issues related to chiropractors working within or in collaboration with hospitals and health systems. Michele Maiers, DC, PhD, facilitated the meeting with the primary goal to identify industry trends and how to position members to be successful.  Several qualities were identified and work groups were established to help guide ACA in the creation of toolkits we can provide for our members. 

Thursday, February 01, 2018/Author: Angela Kennedy/Number of views (1104)/Comments (0)/ Article rating: 5.0

Wills, Trusts and Other Estate Planning Options

Estate planning is one of the most common topics of discussion between financial planners and their clients. The first step toward ensuring that the wealth you build and enjoy during your lifetime will enhance the lives of your children or other recipients for decades to come is having a basic understanding of the options available to you for distributing your assets after death. 

Tuesday, January 30, 2018/Author: H. William Wolfson/Number of views (964)/Comments (0)/ Article rating: No rating
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