Next Year’s Tax Refund May Be Lower
Expecting a tax refund? Before you mentally spend it, learn about two tax changes for 2011 may lower your refund in this week’s Tax Tip.
All About Indices
We watch the movements of the S&P 500 and DJIA, but what exactly are they, and how are they used? Learn all about indices in this week’s financial tip.
Markets Slightly Stronger as European Fears Ease
We discuss the changing mood in the market as pressure eases on the European debt crisis.
Steve Jobs, 1955 – 2011
The world lost a dynamic force in technology when Steve Jobs passed away.
Q&A Time: Europe Contagion, Recession and Income Portfolios
The “Money Talks” hosts address listeners’ questions about Europe’s problems affecting our markets, recession worries and our income portfolios.
Wills: The Cornerstone of Your Estate Plan
Jennifer Thomas, CFP® joins “Money Talks” to discuss how important it is for a family to have a Will in place.
Tax Loss Selling
Even though it has been a rocky year, some investors may have capital gains they need to offset if they sold during the April highs or if they sold a long-term holding for a profit.
Medicare and Medicaid: Do You Know the Difference?
Often lumped together, Medicare and Medicaid are quite different. It’s the high cost of providing health care through these programs that now threatens federal and state budgets.
How Long Are You on the Hook for a Tax Assessment?
What is the statue of limitations for the IRS to question your tax return? As with all things tax, it depends. Read this Tax Tip for more information.
Factoring Health Care Costs into Retirement Planning
When planning for your retirement, factor in the cost of health care. Consider your Medicare premiums, co-pays and deductibles. For more on how much you will need and what you can do, read this Financial Tip.