Category Archives: Tax and Money Tip of the Week

Protecting Your Loved Ones with Life Insurance

Posted on March 2, 2011 by taxblogger

How much life insurance do you need?
Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. Continue reading →

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

Retirement Annual Income

Posted on February 23, 2011 by taxblogger

Your retirement lifestyle will depend not only on your assets and investment choices, but also on how quickly you draw down your retirement portfolio. The annual percentage that you take out of your portfolio, whether from returns or the principal itself, is known as your withdrawal rate. Figuring out an appropriate initial withdrawal rate is a key issue in retirement planning and presents many challenges. Continue reading →

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

Active vs. Passive Portfolio Management

Posted on February 16, 2011 by taxblogger

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, a manager tries to beat the performance of a given benchmark index by using his or her judgment in selecting individual securities and deciding when to buy and sell them. A passively managed portfolio attempts to match that benchmark performance, and in the process, minimize expenses that can reduce an investor’s net return.

Continue reading →

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

Money Tip of the Week: Investment Planning Series, Part 1 of 3

Posted on February 9, 2011 by taxblogger

The combination of investments you choose can be as important as your specific investments. The mix of various asset classes, such as stocks, bonds, and cash alternatives, accounts for most of the ups and downs of a portfolio’s returns.
Continue reading →

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

Late Tax Breaks Delay IRS

Posted on January 26, 2011 by taxblogger

Late Tax Breaks means some must wait until mid-February to file their tax returns.
Continue reading →

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

Tax & Money Tip: Estate Planning

Posted on January 19, 2011 by taxblogger

There are five estate planning documents you may need, regardless of your age, health, or wealth: Continue reading →

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

Section 179 Depreciation Deduction

Posted on January 12, 2011 by taxblogger

If you’re a business owner, you are probably familiar with Section 179 and its benefits. Continue reading →

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

Happy New Year!

Posted on January 6, 2011 by taxblogger

We would like to wish you and your family a Happy and Prosperous 2011.

Continue reading →

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

RMDs – Don’t Forget Your Required Minimum Distributions For 2010 By December 31st!

Posted on December 29, 2010 by taxblogger

If you are age 70 1/2, Don’t forget to take out your RMDs for 2010 from your IRAs before 12/31/10!

Continue reading →

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