Planning Your Financial Future February 2013 Well, IRS will start accepting tax returns on January 30th. However, some forms may not be ready for a couple more weeks, so you may not be able to file just yet. For example,… Read More
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January 2013 Newsletter
Planning Your Financial Future January 2013 It’s hard to believe we are at the end of another year. I hope all of you have a safe and wonderful New Year!! High-Yield Bonds: The Pros and Cons Many people who rely… Read More
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November 2012 Newsletter
Planning Your Financial Future November 2012 I can’t believe it’s almost November. Seems like Summer just ended. Time is flying, and we change our clocks soon. If you have a retirement plan or IRA where you are eligible to deduct… Read More
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October 2012 Newsletter
Planning Your Financial Future October 2012 Well, the kiddies are back in school, the temperatures are lower, and Fall is here (almost time to put the lawnmower away!). Year-end is approaching, and if you are self-employed and have not made… Read More
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September 2012 Newsletter
Planning Your Financial Future September 2012 August is ending, and the children are heading back to school. For those in college, make sure you keep track of amounts paid for books, fees, etc. Also, teachers should keep track of any… Read More
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August 2012 Newsletter
Planning Your Financial Future August 2012 Here come the “dog days” of August. I really can’t imagine many more hot and humid days, so let’s hope August is a calm, mild month. No storms, and definitely no power outages. If… Read More
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July 2012 Newsletter
Planning Your Financial Future July 2012 July 4th is approaching. Time for hot dogs, burgers, ribs (I’m so hungry!!). Anyway, be careful. As we head into the summer months, the temperature will head upwards, and you need to stay hydrated,… Read More
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May 2012 Newsletter
Planning Your Financial Future May 2012 At the time of this writing, it is 54 degrees outside and cloudy. Last week, I was watching my daughter play softball for her college team and it was 81 degrees and sunny. … Read More
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April 2012 Newsletter
Planning Your Financial Future April 2012 Spring is here. The trees and flowers are blooming, and the weeds are in “full affect”, as we used to say back in the day. Oh, well. If you haven’t started to gather… Read More
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March 2012 Newsletter
Planning Your Financial Future March 2012 I can’t believe March is almost here. Time is flying by, and you should have all of your third-party tax documents (W-2s, 1099s, 1098s, etc.). Many times, I receive these documents from my… Read More