Category Archives: Uncategorized

TMTW #174 – Saving Taxes with Health Savings Account

Tax and Money Tip of the Week: Saving Taxes with Health Savings Account February 12th, 2014 | No. 174 From the February 3rd, 2014 edition of Investment News: Federal Tax Savings are Bolstering HSAs Questions or Comments? You can add comments on … Continue reading

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TMTW #141 – The Risks of Bonds – Part II

Tax and Money Tip of the Week: The Risks of Bonds – Part II June 12, 2013 | No. 141 Last week, we talked about the risk that inflation plays in the bond market. Continuing on that line, I wanted to provide … Continue reading

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TMTW # 138 – Long Term Care Insurance

Tax and Money Tip of the Week: Long Term Care Insurance – “The Bottom Line” | May 22, 2013 | No. 138 A catastrophic injury or debilitating disease that requires you to enter a nursing home can destroy your best-laid financial … Continue reading

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TMTW #130 – Investing 101 – Cut Your Losses Short

Tax and Money Tip of the Week: Investing 101 – Cut Your Losses Short February 20, 2013| No. 130 An interesting and timely article from the Investor’s Business Daily regarding money management – limit your losses always to 7% or … Continue reading

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TMTW # 127 – Estate Tax Exemption for 2013

Tax and Money Tip of the Week: Estate Tax Exemption 2013  January 30, 2013 | No. 127 One of the key Estate Tax decisions in the new tax law passed by Congress this month. Estate taxes Questions or Comments? You … Continue reading

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TMTW 126 – Permanent AMT Fix

Tax and Money Tip of the Week: Permanent AMT Fix  | January 23, 2013 | No. 126 From Investment News , the Alternative Minimum Tax (AMT) fix is now permanent. Permanent AMT Fix Questions or Comments? You can add comments on … Continue reading

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TMTW 125 – QCD’s for 2012 available thru 1/31/13

Tax and Money Tip of the Week: Qualified Charitable Distributions for 2012 Available through January 31, 2013! | January 16, 2013 | No. 125 While most of the tax law changes that were recently passed effect 2013 and future years, … Continue reading

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