May 10th, 2010
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Planning Your Financial Future
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May 2010
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Your taxes are done (hopefully!). But that doesn’t mean your work is done. Make sure to check out the “Mid-Year Review” article to get a jump on those 2010 taxes.
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A Mid-Year Financial Review: More Time to Plan
Mid-year is an ideal time to take a look at your finances, because the demands on your time may be fewer, and the planning opportunities greater, than if you wait until the end of the year. Here are a few tips to get you started.
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Evaluating Risk in Your Portfolio
As we were all reminded in 2008, returns aren’t the only factor you should consider when determining whether your portfolio is allocated appropriately. Also important is the level of risk you take in pursuing those returns.
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How Much Life Insurance Is Enough?
Your life insurance needs often depend on a number of factors, including whether you’re married, the size of your family, the nature of your financial obligations, your career stage, and your goals.
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I started a business that lost money this year. Do I have a net operating loss (NOL)?
If you’re a sole proprietor and your business expenses exceed your business income, you have a reportable loss for income tax purposes. You’re generally able to apply this loss against any income that remains after taking your allowable nonbusiness deductions. If you still have a business loss remaining after offsetting all your income, you have a “net operating loss” for the year
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This entry was posted on Monday, May 10th, 2010 at 9:16 am.
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