IT'S ALL ABOUT MONEY MANAGEMENT
May 2013 -
5 common errors to avoid + 2 big factors to consider: Most families do their “homework” about 529 savings plans, but missteps are made, often with the distribution of these plans.
April 2013 -
Do bad money habits constrain your financial progress? It's spring cleaning time--as good a time as any to alter your behavior, get rid of old bad habits, and clean your financial house.
March 2013 -
Every year, as a result of oversight, taxpayers miss some great federal income tax deductions. Here are a few that often go unnoticed—and this is by no means the whole list.
February 2013 -
Assuming the fiscal cliff deal becomes law, what changes would occur? Here are the major details in the bill, which would raise taxes by roughly $600 billion across the next ten years.
January 2013 -
Two-thirds of Americans have no financial plan. Having some written, planned financial objectives that you review periodically with an advisor, gives a better understanding and more confidence for retirement.
December 2012 -
IRS adjustments for 2013: IRAs & workplace retirement plans have higher contribution limits. Gift tax, LTCI premiums, the kiddie tax, and the foreign earned income exclusion also have changes.
November 2012 -
How to pay for college? In addition to grants, loans, merit-based aid, and your student holding down a job, there are other ways to reduce college cost, some little recognized.
October 2012 -
Here are some classic financial missteps that plague retirees. Why not plan to avoid them? Take a little time to review and refine your retirement strategy with a financial professional you know and trust.
September 2012 -
Cybercrime hits over 74 million Americans annually. There are warning signs of cybercrime. Watching out for them just might save you money and headaches. Here are some tips.
August 2012 -
How much salary should you defer into a retirement plan? The average corporate employee makes a pre-tax contribution of around 7.2% of pay--but do your math, because many people need to save much more!