Monthly Archives: December 2011

TMTW # 74 – Balancing Your Investment Choices with Asset Allocation

Tax and Money Tip of the Week Balancing Your Investment Choices with Asset Allocation  December 28, 2011 | No. 74 As we look towards a new year, it is a good time to review your investment choices. Getting the right mix The … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , | Leave a comment

FEDERAL INCOME TAX OUTLOOK

“How will taxes impact me & my business in 2012?” “What about 2013?” Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , , , | Leave a comment

Investing Tip #1 – Revisited for year end

Considering all the volatility over the last few weeks, here are some thoughts to consider investing today, that our parents may not have taught us.
Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , , , | Leave a comment

Don’t Forget Your Required Minimum Distribution (RMDs) for 2011

If you are age 70 1/2, don’t forget to take out your RMDs for 2011 from your IRAs before 12/30/2011.

Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , | Leave a comment