Tag Archives: taxes
After a Turbulent 2008, Make Some New Year’s Resolutions for a Financially Healthy 2009
Money worries are the most common cause of holiday stress, according to Mental Health America. The 2006 study showed that parents are more stressed than all other demographic groups by finances and females are more likely than men to feel … Continue reading
Filed under Accounting & Tax
Is Conventional Planning Right For You?
Do online interactive financial planning models really help people in deciding how much to save, to insure, and to invest in stocks and other asset classes? These models vary in complexity and in level of detail, according to a recent … Continue reading
Filed under Accounting & Tax
Learn the best ways to save for your children’s education.
All parents want their children to achieve their fullest potential—and most agree that education is key. Not only is education considered the path to economic independence and even wealth, but many also believe that a good education makes a good … Continue reading
Filed under Accounting & Tax
How to Takeover an Aging Parent’s Finances
Like many difficult situations with people we love, planning to take over an older relative’s finances is best done in happier times, when both sides are healthy and various options can be considered. Unfortunately, events can sometimes intervene – death, … Continue reading
Filed under Accounting & Tax
The Tax Audit – Minimizing Your Risks
Clients ask many questions, but one of the most frequent of them is, “will taking a deduction for (fill in the blank) flag my return for an audit?” Of course, the answer is often a qualified “yes”. Yes, some taxpayers … Continue reading
Filed under Accounting & Tax
How Not To Go Broke If Your Kids Move Back After Graduation
The after-college reality is much different from a generation ago. Two thirds of college graduates owe significant money after graduation. According to the Project on Student Debt, debt levels for graduating seniors with student loans from 1997 to 2007 more … Continue reading
Filed under Accounting & Tax
