Financial Planning

Tax credits for qualified plug-in electric vehicles make their lofty cost more palatable

Auto manufacturers have significantly increased their offerings of passenger autos that are propelled solely or significantly by electric power. Plug-ins [...]

How this Wall Street analyst used woman-power to build a financial consultancy services startup

Startups are born out of brilliant ideas and sometimes these ideas are backed by solid expertise. However, companies cannot run with just a great idea and [...]

Paying Off Debt the Smart Way

Being in debt isn't necessarily a terrible thing. Between mortgages, car loans, credit cards, and student loans - most people are in debt. Being debt-free is a [...]

Financial Tips for August 2010

Prepare a Post-Mortem Letter Review or prepare a post-mortem letter to your spouse spelling out the location of your assets and property (assets of a deceased [...]

Getting Married? Filing Status Considerations

Summer is wedding season. If you are getting married this summer, remember to give some attention to your 2010 tax filing status. You have two filing status [...]

Financial Tips for July 2010

Estate Plan Checkup Give some thought to your estate plan. How do you want your assets to be distributed at your death? Federal estate tax may be a factor. [...]

Summer Travel Tax Deductions

The summer travel season is almost upon us. Keep in mind that if your summertime travel is primarily for business or career-related education, then a portion [...]

Cut Taxes on the Sale of Your Home

Despite the slumping real estate market, houses are still being sold and there is money to be made. Sellers need to take a close look at the exclusion rules [...]

Getting the Right Amount of Tax Withheld

In most situations, the tax withheld from your pay will be close to the tax you figure on your return - if you follow these two rules. You accurately [...]

Financial Tips for June 2010

Review Your Insurance Policies You reviewed your "asset" policies in April. This month, review your life, health, and disability insurance policies. Check with [...]