Monday, January 2, 2017Often, some of the best real estate investments may be those you make on your own, such as purchasing your own home, vacation properties or investment properties ranging from vacant land to apartment buildings and office buildings. But, real estate investments are also available through the financial markets. READ MORE >>
Monday, January 2, 2017One well-known fact of economic life is that a dollar received today is worth more than a dollar received a year from now. Time and Money The relationship between time and money provides the foundation for virtually every financial decision you will make. READ MORE >>
Monday, January 2, 2017As a business owner, there are several reasons you might want to implement a qualified retirement plan for you and your employees. Not the least of which is that qualified plans provide numerous tax advantages. Contributions for all participants are 100% tax-deductible to the business up to certain limits. READ MORE >>
Monday, January 2, 2017If you find yourself in trouble financially, there are usually no easy answers -- but there are many ways out for those willing to commit to changing their financial habits. Your ability to pay your bills can be affected by situations beyond your control such as serious illness, divorce or the sudden loss of a job. READ MORE >>
Monday, January 2, 2017Under the recently enacted Jobs and Growth Tax Relief Reconciliation Act of 2003, generating long term capital gains or acquiring dividend income could be two of your big opportunities to save on taxes. Be aware that the Act of 2003 created “sunset provisions”, however, meaning that t... READ MORE >>
Monday, January 2, 2017A 529 plan is a state-sponsored education savings program that allows an individual to save in a tax-deferred account to pay for a beneficiary's post-secondary education at any accredited school in the United States. READ MORE >>
Monday, January 2, 2017Many home buyers search for a home they want, then apply for a mortgage and hope for the best. A better approach is to find out how much mortgage you can qualify for, then look at homes that you know are within your price range. READ MORE >>
Monday, January 2, 2017The federal government imposes a substantial tax on gifts of money or property above certain levels. Without such a tax someone with a sizable estate could give away a large portion of their property before death and escape death taxes altogether. For this reason, the gift tax acts more or less as a backstop to the estate tax. READ MORE >>
Monday, January 2, 2017The federal government imposes a substantial tax on gifts of money or property above certain levels. Without such a tax someone with a sizable estate could give away a large portion of their property before death and escape death taxes altogether. For this reason, the gift tax acts more or less as a backstop to the estate tax. READ MORE >>
Monday, January 2, 2017No matter what type of investor you are, it is important to keep your plan on track. Revisit your asset allocation periodically (every year or two, depending on market conditions) and see whether it needs adjustment. You should also periodically re-examine your risk tolerance and investment profile, especially as you get closer to your goal. READ MORE >>
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