Archive for the ‘Uncategorized’ Category

How to Get 2010 Off to a Great Financial Start

Sunday, January 31st, 2010

Plenty of people make resolutions to lose weight, get a new job or make other things happen in their personal life, but relatively few make solid resolutions about money. Make 2010 the year you’ll live a better life financially. Here are a few resolutions to think about: Write down the things ...

The Federal Death Tax Might Be Taking a Holiday, But Keep an Eye on Your State’s Estate and Inheritance Tax Policy

Sunday, January 31st, 2010

With the 24/7 rush to get health care reform legislation through the U.S. Senate in the waning days of 2009, Congress let the federal estate tax die for 2010 as planned by the Bush Administration back in 2001. That’s not expected to stay the case for long – many experts ...

The Balancing Act: Retirement vs. College Savings

Thursday, December 10th, 2009

Even as the economy begins its slow crawl back, college costs are continuing to rise – that means parents are continuing to fight a tough battle between funding college and funding their own retirements. In October, the College Board reported that the average published price of tuition and fees for in-state ...

Prepare Now for Moves on the Estate Tax

Sunday, November 22nd, 2009

The nonstop discussion this year of health care reform and the economy crowded out discussion on the estate tax, which was scheduled to expire December 31. But as of this writing it appears that the estate tax will be continued at 2009 levels through 2010, which means that the 2010 ...

While Real Estate is Struggling, Now’s a Good Time to Consider That Kiddie Condo

Sunday, November 22nd, 2009

For parents with investment dollars to spare in deflated college-area real estate markets, there’s never been a better time to invest in condos or single-family homes to house a student during their undergraduate or graduate years while providing tax breaks and potential investment appreciation for the folks. But, it’s very important ...