Jerry Coon

THE TAX ATTIC with Jerry Coon

July 26, 2012 // 0 Comments

A nonpartisan solution Jerry Coon I recently attended a conference for Money Concepts, the broker dealer firm that I am associated with for the financial planning portion of my business. One of the speakers was Dan Greenwell, a very successful and longtime associate in the Money Concepts system from Money Concept’s Kentucky Bluegrass Region. Dan titled his talk [...]

THE TAX ATTIC with Jerry Coon

July 19, 2012 // 0 Comments

Affordable Care Act, Social Security Jerry Coon In a 5-4 split decision, the Supreme Court ruled that the Patient Protection and Affordable Care Act was constitutional. The Court ruled that Congress has the power and authority to create and pass a law that taxes people for not complying with the law. In this case, if a person doesn’t sign up for health insurance, there [...]

THE TAX ATTIC with Jerry Coon

July 12, 2012 // 0 Comments

Myths involving Social Security Jerry Coon Last week, two significant developments occurred that affect Rockford residents. First, the Environmental Protection Agency (EPA) issued its Preliminary Assessment Recommendation for the Wolverine Worldwide former tannery site downtown. The report concluded that the Michigan Department of Environmental Quality (MDEQ) and [...]

THE TAX ATTIC with Jerry Coon

July 5, 2012 // 0 Comments

History of Social Security Jerry Coon Three weeks ago, my youngest daughter, Kimberly, received her master’s degree from the Department of Writing, Rhetoric and Discourse from Chicago’s DePaul University. At the department’s awards banquet, Dr. Deborah Brandt, professor emerita of English at the University of Wisconsin-Madison, gave the keynote speech, titled [...]

THE TAX ATTIC with Jerry Coon

June 28, 2012 // 0 Comments

How the SSA calculates benefits Jerry Coon Last week, I began a discussion on our Social Security system. The annual statement, beginning in May of this year, can only be accessed online. We went over the procedure for creating an account and accessing that online statement. An important part of the annual statement is the data entered on page 3 titled “Your Earnings [...]
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