A Holiday Financial House Cleaning!

Posted by on Dec 8, 2012 in General | 0 comments

If you’re like most people, I bet that when you get your homeowner’s insurance renewal notice, you quickly glance at the price — and renew it.  You renew it simply because you don’t have the time to search around for better prices. In my experience, working with family finances for YEARS, I’ve learned that most […]

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All I can say is WOW

Posted by on Dec 12, 2010 in General | 0 comments

Ok… this is one of the coolest “projects” I’ve ever seen… It’s pretty obvious that the big-shot bankers on Wall Street have been getting richer and richer during this economic crisis, while your friends and family members haven’t. Well if you’re interested in cracking open the “black-box investing strategies” of the rich, so you can […]

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2009 Year End Tax Tips- Medical Expenses

Posted by on Dec 8, 2009 in General, Tax Planning and Preparation | 0 comments

Image via Wikipedia Medical Expenses Typically, you may not qualify for medical deductions on your tax return.  Reason:   You’re entitled to a deduction only to the extent your unreimbursed medical and dental expenses for the year exceed 7.5% of your AGI. Year-end strategy: If you are near the 7.5% mark—or already over it—schedule nonemergency medical […]

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