Archive for July, 2008
Make Sure You’re Taking Advantage of the Additional Tax Credit on IRA and 401k Contributions if Eligible
Did you know that you may be eligible to receive an additional tax credit on contributions made to a traditional IRA or other pre-tax retirement account? Depending on your income, you may qualify for up to a 50% tax credit that is in addition to the before tax benefits already applied to the contribution. This [...]
Poll: How Do You Pay Your Bills?
With the advent of the internet, many companies now allow you to pay your bills online. To go one step further, some banks and companies even allow you to setup automatic payments that are made without any effort on your part. This has many obvious benefits, with the most significant being the time involved in [...]
From the Front Lines: Investors Selling Stocks in Favor of Fixed Accounts
As someone who deals with literally hundreds of clients a month, I am on the front lines when it comes to fielding concerns over investment performance. Here in the early parts of July, that means second quarter statements are going out. Statement time is always a busy time, but when you have a losing quarter, [...]
Need to Get Rid of Some of Your Junk? Don’t Underestimate the Power of Free
If you’re like most people, you probably have some stuff collecting dust in your garage or basement. Sure, it doesn’t hurt to have some stuff you don’t use sitting around as long as it isn’t crowding you out of your home, but if you aren’t using it, why hang on to it? There are a [...]
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