IT'S ALL ABOUT MONEY MANAGEMENT
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November 2006 -
When planning for retirement, the two biggest questions a financial planner needs to address are "how much" and "how long" ...........
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September 2006 -
In August, Congress passed and the President signed into law the most comprehensive changes to retirement legislation in 30 years.........
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August 2006 -
Many investors haven't heard of "tax efficiency," but it's a term you might want to be familiar with, because it could affect your total return.
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August 2006 -
Historically, gold and other precious metals have been considered as a reasonable investment in times of economic instability, geopolitical uncertainty, inflation, and currency devaluation
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July 2006 -
Have you watched the prices of real estate climb each year in your community and thought about how it might be a great idea to have a rental or commercial property in your IRA?............
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June 2006 -
Some investors may start to doubt their mutual fund choices if their fund doesn't receive a top rating from Morningstar. Should they?
As you may know, Morningstar rates funds ....................
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May 2006 -
Is this an issue concerning Hispanics only? Where do Asians and other undocumented immigrants fit in?
The sun shone down on cities across the US as tens of thousands of mostly Hispanic immigrants .........
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April 2006 -
As I was watching the new winners of the $365M Powerball lottery at the gym, my thoughts wandered. As a financial planner, what would I do if I won the lottery? The financial plan that I came up ..........
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March 2006 -
The roaring housing and home improvement industries are likely to continue flexing their muscles in 2006 and beyond.........
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March 2006 -
It's that tax time of the year again! So dig out those records of deductible expenses, job related expenses, childcare expenses, medical expenses or medical travel miles, and charitable expenses......
