Tag Archives: Money Tip

How To Speed Up A Tax Refund

Posted on March 30, 2011 by taxblogger

Strategy: E-file your return. Continue reading →

Posted in Tax and Money Tip of the Week | Tagged E-file, Money Tip, North Carolina CPA, Raleigh CPA, tax tip | Leave a comment

2010 IRA Contributions

Posted on March 23, 2011 by taxblogger

There’s still time to make a regular IRA contribution for 2010! Continue reading →

Posted in Tax and Money Tip of the Week | Tagged IRA, Money Tip, North Carolina CPA, Raleigh CPA, Tax and Money Tip of the Week, Tax deadlines. North Carolina CPA, Tax Planning | Leave a comment

We often hear people say they do not want to take the home office deduction because it is an audit “red flag.” However, this feeling may lead to missing out on a potentially significant and legitimate deduction.

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Posted in Tax and Money Tip of the Week | Tagged Home Office Deduction, Money Tip, North Carolina CPA, Raleigh CPA, Tax and Money Tip of the Week, tax tip | Leave a comment

House Votes to Repeal 1099 Provision

Posted on March 9, 2011 by taxblogger

The U.S. House of Representatives voted to repeal an unpopular tax-reporting requirement affecting small business owners, in what would be the first substantial change to the sweeping health-care package signed into law last year.
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Posted in Tax and Money Tip of the Week | Tagged 1099 nightmare, 1099 Provision repealed, Money Tip, North Carolina CPA, Raleigh CPA, Tax and Money Tip of the Week | Leave a comment

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 Life Insurance needs, Money Tip, North Carolina CPA, Raleigh CPA, Tax and Money Tip of the Week | 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 Money Tip, North Carolina CPA, Raleigh CPA, Retirement Annual Income, Tax and Money Tip of the Week | 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.

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Posted in Tax and Money Tip of the Week | Tagged Active Portfolio Management, Money Tip, North Carolina CPA, Passive Portfolio Management, Raleigh CPA, Tactical invesment strategy, Tax and Money Tip of the Week | 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.
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