Jim Holtzman

  • Health Care Is the New Wealth Care

    By Ellen Uzelac  |  December 26, 2011

    WITH THE OLDEST BABY BOOMERS turning 66 this year, many are worried sick about the rising cost of health care. And no wonder. Health care expenses in retirement can run hundreds of thousands of dollars — not exactly pocket change.

  • Extension Explication

    By Melanie Waddell, AdvisorOne  |  July 1, 2006

    While a number of the provisions in the recently passed $70 billion tax package, the "Tax Increase Prevention and Reconciliation Act of 2005," will have...

  • You Rang?

    By Marian Miller Chang  |  April 1, 2006

    Customer service--true customer service such as returning phone calls in a timely manner or simply being polite and thoughtful or providing innovative solutions to problems--is...

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