Tag Archives: North Carolina CPA

TMTW #235-The 4% Rule for Retirees

Tax and Money Tip this Week: The 4% Rule for Retirees June 3rd, 2015 | No. 235 A great article on “the 4% rule” from Investor’s Business Daily Click here to read the article Questions or Comments? You can add comments … Continue reading

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TMTW #234- Four Tips To Stretch Your IRA

Tax and Money Tip this Week: Four Tips To Stretch Your IRA May 27th, 2015 | No. 234 A great article on getting the most out of your IRA from Investor’s Business Daily  Click here to read the article Questions or Comments? … Continue reading

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TMTW #233- Happy Memorial Day!

Happy Memorial Day May 20th, 2015 | No. 233 This Memorial Day we honor and remember all of those who have fallen for our freedom. Have a safe and happy Memorial Day! Questions or Comments? You can add comments on the blog, call 919-847-2981, or … Continue reading

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TMTW #232- College Aid: It’s Not Too Late

Tax and Money Tip this Week: College Aid: It’s Not Too Late May 13th, 2015 | No. 232 A helpful article from The Wall Street Journal on College Aid Click here to read the article  Questions or Comments? You can add comments on … Continue reading

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TMTW #231- Cut Your Investment Taxes

Tax and Money Tip this Week: Cut Your Investment Taxes May 6th, 2015 | No. 231 A great article on cutting investment taxes from the Wall Street Journal. Click here to read the article  Questions or Comments? You can add comments on the blog, … Continue reading

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TMTW #230-Senate Bill 20- NC “Decouples” from Federal Law in Certain Areas

Tax and Money Tip this Week: Senate Bill 20- NC “Decouples” from Federal Law in Certain Areas- See Attached for NEW NC Tax Law Changes April 29th, 2015 | No. 230 NC Department of Revenue releases information on the new Senate … Continue reading

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TMTW #229-The Case For Not Paying Off Your Mortgage by Retirement

Tax and Money Tip this Week: The Case For Not Paying Off Your Mortgage by Retirement April 22th, 2015 | No. 229 An insightful Q & A on mortgage debt from the Washington Post Click here to read the full article Questions or … Continue reading

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TMTW #209 – How to Follow the Money

Tax and Money Tip of the Week: How to Follow the Money November 12, 2014 | No. 209 A great article on investing from Investors Business Daily. Daily, Weekly Charts Uncover Big Institutional Buys In A Stock Questions or Comments? You … Continue reading

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TMTW #208 – Tackling Financial Clutter

Tax and Money Tip of the Week: Tackling Financial Clutter November 5, 2014 | No. 208 Revisiting a past article from the News & Observer. 5 Tips on Tackling Financial Clutter Questions or Comments? You can add comments on the blog, call … Continue reading

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TMTW #207 – Rules on Gifts to Charities

Tax and Money Tip of the Week: Rules on Gifts to Charities October 29, 2014 | No. 207 An article from the Wall Street Journal. The Latest on Rules for Gifts to Charities Questions or Comments? You can add comments on … Continue reading

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