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Shelley L. Nadel, CFP®, ADPA®, CLTC®, LUTCF

Oct
11
New Law Gives Flood Victims Tax Breaks
The last time we “talked,” I offered recommendations on how to protect your valuable information during a natural disaster.  It’s now almost two months after Hurricane Harvey wreaked havoc on the greater Houston area, and so many of you are just starting what will likely be a long recovery process.  Today I bring you some good news from the Federal Government in the form of tax relief for all residents of the three Presidentially declared disaster areas affected by Hurricanes Harvey, Irma, and Maria, regardless if they experienced flood damage or not.  On September 29, 2017, President Trump signed House Resolution (H.R.) 3823, otherwise known as the “Disaster Tax Relief and Airport and Airway Extension Act of 2017,” into law.  This...
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Sep
11
Financial Protection From Natural Disasters: Surviving Hurricane Harvey
Greetings from Ground Zero of one of the worst natural disasters in American history.  A native Houstonian, I survived Tropical Storm Allison, a system that literally sat on Houston for days and caused over $1 billion in damage to the Texas Medical Center alone.  In 2008, there was Hurricane Ike, and until this past weekend Houstonians would always try to one up each other by recounting how many days they lived without electricity.  Hurricane Harvey, however, will live in infamy as the week when the meteorologists nailed it and when literally millions of people held their collective breaths praying that they wouldn't be one of those people rescued from their roof by helicopters combing subdivisions for survivors. During Harvey's...
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Jul
06
How Does The Healthcare Debate in Washington Affect Your Retirement?
Welcome to the first edition of my blog, "Out of the Box Strategies for Financial Success."  Over the coming months, I hope to offer valuable insights into how world events affect your own financial success and to give you practical tips on how to help you achieve whatever financial success means to you. Today's topic is the healthcare debate happening in Washington.  Fortunately, Congress has taken a break from the chaos and never-ending news cycle, which gives us a chance to get caught up on what exactly everyone is disagreeing about and how the ultimate legislative outcome can impact your personal financial position. First, let me state clearly that this is not going to be a political discussion. Regardless of party affiliation,...
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Out of the Box Strategies for Financial Success

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