Category Archives: Tax and Money Tip of the Week

TMTW#343- Active vs. Passive Portfolio Management

Posted on July 5, 2017 by taxblogger

Tax and Money Tip this Week: Active vs. Passive Portfolio Management July 5, 2017 | No. 343 One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, … Continue reading →

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TMTW#342- Happy 4th of July!

Posted on June 28, 2017 by taxblogger

Tax and Money Tip this Week: Happy 4th of July  June 28, 2017 | No. 342 Wishing you and your family a Happy 4th of July! You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward … Continue reading →

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TMTW#341-Investing 101 Part 3 of 3

Posted on June 21, 2017 by taxblogger

Tax and Money Tip this Week: Investing 101 Part 3 of 3 June 21, 2017 | No. 341 This week we have a very important tip on investing concepts. This series is not intended as investment advice, but only a general discussion … Continue reading →

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TMTW#340- Investing 101 Part 2 of 3

Posted on June 14, 2017 by taxblogger

Tax and Money Tip this Week: Investing 101 Part 2 of 3 June 14, 2017 | No. 340 This week we continue our series on investing concepts. This series is not intended as investment advice, but only a general discussion of investing … Continue reading →

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TMTW#339- Investing 101 Part 1 of 3

Posted on June 7, 2017 by taxblogger

Tax and Money Tip this Week: Investing 101 Part 1 of 3 June 7, 2017 | No. 339 This week we will start a series on investing concepts. This series is not intended as investment advice, but only a general discussion … Continue reading →

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TMTW#338- Good Communications is Key to Lowering Taxes

Posted on May 31, 2017 by taxblogger

Tax and Money Tip this Week: Good Communications is Key to Lowering Taxes May 31, 2017 | No. 338 After over 30 years in the tax business, we continue to find that solid accounting and good communication with your CPA is … Continue reading →

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TMTW#337- Happy Memorial Day

Posted on May 24, 2017 by taxblogger

Tax and Money Tip this Week: Happy Memorial Day May 24, 2017 | No. 337 This Memorial Day we honor and remember all of those who have fallen for our freedom. Have a safe and happy Memorial Day You can add comments on … Continue reading →

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TMTW #336- Understanding the Annuity Expenses

Posted on May 17, 2017 by taxblogger

Tax and Money Tip this Week: Understanding Annuity Expenses May 17, 2017 | No. 336 Click here to read the article You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.Questions or … Continue reading →

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TMTW#335-Explaining the Basics of Annuities

Posted on May 10, 2017 by taxblogger

Tax and Money Tip this Week: Explaining the Basics of Annuities May 10, 2017 | No. 335 Explaining the Basics of Annuities Click here to read the article You can add comments on the blog, call 919-847-2981, or visit our web site. We … Continue reading →

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TMTW#334- The Case For Not Paying Off your Mortgage by Retirement

Posted on April 26, 2017 by taxblogger

Tax and Money Tip this Week: The Case For Not Paying Off Your Mortgage by Retirement April 26, 2017 | No. 334 An insightful Q & A on mortgage debt from the Washington Post Click here to read the article You can add comments … Continue reading →

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