Category Archives: Tax and Money Tip of the Week

TMTW #100 – Pros and Cons of Charitable Lead Trusts

Tax and Money Tip of the Week Pros and Cons of Charitable Lead Trusts July 11th, 2012 | No. 100 Pros and Cons of Charitable Lead Trusts If you are looking to save estate taxes in certain situations, check this … Continue reading

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Happy 4th of July Everyone!

Tax and Money Tip of the Week Happy 4th of July! July 4th, 2012 |  Happy 4th of July everyone! There will not be a Tax and Money Tip of the Week this week.  We would just like to take … Continue reading

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TMTW # 99 – Pros and Cons of Charitable Remainder Trusts and Charitable Lead Trusts

Tax and Money Tip of the Week Pros and Cons of Charitable Remainder Trusts and Charitable Lead Trusts June 27th, 2012 | No. 99 Pros and Cons of Charitable Remainder Trusts and Charitable Lead Trusts From Broadbridge, here is a great summary of … Continue reading

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TMTW # 98 – Pros and Cons of Grantor Retained Annuity Trusts (GRATs)

Tax and Money Tip of the Week Pros and Cons of Grantor Retained Annuity Trusts (GRATs) June 20th, 2012 | No. 98 Pros and Cons of Grantor Retained Annuity Trusts (GRATs) From Broadbridge, here is a great summary regarding GRATs: Summary of … Continue reading

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TMTW # 97 – Understanding Annuity Expenses

Tax and Money Tip of the Week Understanding Annuity Expenses June 13th, 2012 | No. 97 Understanding Annuity Expenses Here is a great article on understanding expenses of annuities: Annuity Expenses Questions or Comments? You can add comments on the blog, … Continue reading

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TMTW # 96 – Explaining the Basics of Annuities

Tax and Money Tip of the Week Explaining the Basics of Annuities June 6th, 2012 | No. 96 Explaining the Basics of Annuities Here is our introduction to the basics of annuities: Annuities Questions or Comments? You can add comments on … Continue reading

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TMTW # 95 – Long Term Care Insurance – “The Bottom Line”

Tax and Money Tip of the Week Long Term Care Insurance – “The Bottom Line” May 30th, 2012 | No. 95 Long Term Care Insurance A catastrophic injury or debilitating disease that requires you to enter a nursing home can … Continue reading

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TMTW # 94 Laddering CDs – Reducing Interest Rate Risk and Spreading It Out

Tax and Money Tip of the Week Laddering CDs – Reducing Interest Rate Risk and Spreading It Out May 23rd, 2012 | No. 94 Laddering CDs – Reducing Interest Rate Risk and Spreading It Out For how to ladder your … Continue reading

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TMTW #93 – How to Spot New Stock Market Uptrends

Tax and Money Tip of the Week How to Spot New Stock Market Uptrends May 16th, 2012 | No. 93 How to Spot New Stock Market Uptrends From Investor’s Business Daily, see how to spot stock market uptrends. Spotting Stock … Continue reading

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TMTW # 92 – Best and Worst 529 Plans: Morningstar

Tax and Money Tip of the Week Best and Worst 529 Plans: Morningstar May 9th, 2012 | No. 92 Best and Worst 529 Plans: Morningstar If you have a 529 Education Savings Plan, check this out: Six Plans Standout, Seven … Continue reading

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