Tag Archives: Money Tip

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 #136 – Insurance Coverage for Small Business

Tax and Money Tip of the Week: Insurance Coverage for Small Business April 24, 2013 | No. 136 An interesting and timely article was in the News & Observer this week: Insurance Coverage for Small Business Questions or Comments? You … 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 124 – Cliff Averted – New Tax Law Provisions Passed

Tax and Money Tip of the Week: Cliff Averted – New Tax Law Provisions Passed | January 9, 2013 | No. 124 From The Journal of Accountancy, the fiscal cliff as been averted with the passing of a new tax … Continue reading

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TMTW #123 – The Value of a CPA – More Than Just Taxes

Tax and Money Tip of the Week: The Value of a CPA – More Than Just Taxes| January 2, 2013 | No. 123 From The Wall Street Journal, see how valuable a CPA can be. The Value of a CPA … Continue reading

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TMTW #122 – Year-end Tax Planning

Tax and Money Tip of the Week: Year-end Tax Planning | December 19, 2012 | No. 122 This is the time of year in our CPA practice that I work with small business owners and individuals to perform tax checkups to help … Continue reading

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TMTW #121 – The Risks of Bonds Part II

Tax and Money Tip of the Week: The Risks of Bonds – Part II | December 12, 2012 | No. 121 Last week, we talked about the risk that inflation plays in the bond market. Continuing on that line, I wanted to … Continue reading

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TMTW #120 – The Risks of Bonds – Part I

Tax and Money Tip of the Week: The Risks of Bonds – Part I | December 5, 2012 | No. 120 With recent volatility of the stock market, along with the uncertainty of the real estate market since the “crisis”, some … Continue reading

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TMTW #119 – Young Seniors Be Wary of Reverse Mortgages

Tax and Money Tip of the Week: Young Seniors – Be Wary of Reverse Mortgages | November 28, 2012 | No. 119 Reverse mortgages can be tempting to people whose retirement savings and home values have dropped significantly in the last couple … Continue reading

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TMTW #117 – What Can You Tell Me About ETFs?

Tax and Money Tip of the Week: What Can You Tell Me About ETFs? November 7, 2012 | No. 117 Exchange traded funds (ETFs) have become a very popular investment in the last few years. Here are a few things that … Continue reading

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