Planning for the “What Ifs”
Life comes with many “What Ifs.” Bil Lako, CFP® and Dr. Gene explain you can financially plan for many of them.
The Spousal IRA Rule
If you are a stay-at-home parent, you may be able to contribute to an IRA based on the combined compensation of you and your spouse.
Tax Strategist: Don’t Overlook the Small Employer Health Insurance Credit
If you are an eligible small employer or a tax-exempt eligible small employer, you may qualify for the small employer health insurance premium credit.
Making Benefit Decisions during Open Enrollment
Year-end is often open enrollment season. Read this week’s Insurance Tip to learn how to make the most of your employer-provided health benefits.
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.
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.