Behavioral Finance
You might not even be aware of it, but your emotional biases likely affect your investment decisions.
State Income Taxes and AMT Implications
Dan DiLuzio, C.P.A. joins “Money Talks” to discuss the year-end strategy of choosing when to pay your fourth quarter estimated state taxes and what affect it might have on any alternative minimum tax you might have to pay.
Henssler Small-Mid and Income Portfolios
The Henssler Research Department takes over “Money Talks” to discuss our newest portfolios.
Tax Strategist: Expiring Tax Provisions
We look at two expiring tax provisions—Tax-Free Charitable Donations from IRAs and Deducting General Sales and Use Taxes.
Do You Need Flood or Earthquake Insurance?
Can you afford to rebuild and replace your home after a natural disaster? Consider a flood or earthquake insurance policy. Read this week’s Insurance Tip for more information.
Tax Tips for Job Seekers
If you are unemployed, certain expenses you incur when looking for a new job may be tax deductible. Learn more in this week’s Tax Tip.
New Student Debt Repayment Plan
On October 26, 2011, President Obama announced a plan that seeks to help college graduates pay back their federal student loans. The plan is an executive order and does not require approval by Congress. It is scheduled to take effect beginning in 2012. Read more in this Financial Tip.
Strong Earnings Balance out an Unstable Europe for a Flat Week
Italy adds to Europe’s financial woes, but the American markets rebound after weekly jobless claims fall below the critical 400,000 level.
Gifting Stocks to Children
Gifting shares of a company children are familiar with can be a good way to teach them about investing.
Tax-Free Distributions to Charity
Taxpayers age 70½ or older are allowed a qualified charitable distribution (QCD), which lets you to direct your IRA trustee to make a distribution, up to $100,000, directly from your IRA to a qualified charity. This QCD fulfills the required minimum distribution for the year.