Monthly Archives: February 2011

Three Ways to Reduce Your 2010 Tax Bill Now!

Tweet It’s that time of year again! Tax documents are arriving by mail and the race towards April 18th is on. While 2010 is over and gone, there are still things we can do to reduce our tax liability for last year.  Here’s a list of a few things you can do now that might reduce your tax bill for 2010. 1.       … Continue reading

Posted in Financial Planning, Savings, Taxes | Tagged , , , | 1 Comment

You Get What You Pay For!

Tweet Several years ago, after the completion my CFP® coursework, I was searching for practical guidance in tax preparation. I enrolled in the H&R Block tax course. I was seeking a pencil to paper type experience after the high level learning in taxation from the CFP® tax course. I breezed through the Block course and did walk away with the experience I … Continue reading

Posted in Financial Planning, Taxes | 2 Comments

How to Bullet-Proof Your Portfolio!

Tweet I read an interesting article this weekend in the Wall Street Journal that really got me thinking. The basis of the article was how to profit from the impending inflation that the media is telling us is right around the corner. While I don’t necessarily discount that fact that inflation may be headed our way, I do disagree with the idea … Continue reading

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Two Reasons Not to Chase Yield!

Tweet Quite often I hear concerns over the low yield of savings and money market accounts these days. I am always asked where to get the best interest rate.  While the yield of your savings account is important, it’s not the most important detail regarding your cash type investments. Here are two reasons not to chase yield. Safety – This is relatively … Continue reading

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