WEEKLY QUOTE“The path to success is to take massive, determined action.” - Tony Robbins WEEKLY TIP Take a look at your insurance policy and read the fine print about long-term or progressive illness in case you or a loved one are one day diagnosed with Alzheimer’s Disease, Parkinson’s Disease or...
WEEKLY QUOTE“He who lives by the crystal ball soon learns to eat ground glass.” - Edgar Fiedler WEEKLY TIP At a 4% rate of inflation, expenses will double every 18 years. That’s a pretty good argument for growth investing in retirement. WEEKLY RIDDLE Take one letter out of a 7-letter word and it...
WEEKLY QUOTE“It is every man's obligation to put back into the world at least the equivalent of what he takes out of it.” - Albert Einstein WEEKLY TIP Succession planning isn’t just about an orderly ownership transition. It is also about tax efficiency. Waiting too long can mean paying more...
What kind of relief will it offer? Big news, but will it make a big difference? On February 9, the Justice Department announced it had struck a settlement approaching $26 billion with the major U.S. mortgage servicers. This is the biggest multi-state settlement of any kind...
Little details worth paying attention to as April approaches. Every year, the IRS institutes big and little changes – and some don’t get as much notice as they should. This year is no exception. Here is a rundown of some of alterations and asterisks affecting taxpayers...
WEEKLY QUOTE“Love is the master key that opens the gates of happiness.” - Oliver Wendell Holmes WEEKLY TIP If you want to improve your credit score, an inactive credit card will not help (and it may even hurt). The key factors in credit score determination are recent activity and recent...
WEEKLY QUOTE“In times of rapid change, experience could be your worst enemy.”- J. Paul Getty WEEKLY TIP If you are getting married and want to buy a home, consider setting up a wedding registry that collects money specifically for a down payment. WEEKLY RIDDLE What item binds two people yet touches...
The frenzy is building. Should you care? Anticipation is high. Facebook filed an S-1 form with the Securities and Exchange Commission on February 1, taking its first big step toward going public. It aims to raise $5 billion through its upcoming IPO. Some of the details...
The economy grew 2.8% in Q4, but that doesn’t tell the whole story. Our economy is reasonably healthy… or is it? By the initial estimate of the Bureau of Economic Analysis, America’s fourth-quarter GDP was +2.8%, not bad, but not what economists anticipated.1 How could the best...
WEEKLY QUOTE“A successful person is one who can lay a firm foundation with the bricks that others throw at him or her.” - David Brinkley WEEKLY TIP When it comes to couples and money, a plan is better than an assumption. Discuss your financial goals together and stick to the...