Monthly Archives: August 2011

Income Tax Planning for Savings Bonds

Income Tax Planning for Savings Bonds

I can’t believe it was almost three years ago that I researched Estate Planning and Savings Bonds, wow time flies!  Notwithstanding, there are various tax strategies when dealing with your Savings bonds.  The first has to do when you should “choose” to pay tax on the interest gained and the second has to do with… Continue Reading

7 Links–My Journey to Millions

I have never participated in a Blog meme but when Glen from Free From Broke called me out, how do I not rise to the occasion? I am supposed to pick out: Your most beautiful post Your most popular post Your most controversial post Your most helpful post A post whose success surprised you A… Continue Reading

Giving Thought to Long Term Care

Guest Post by Clint With economic volatility and uncertainty rippling throughout the country, it’s not surprising that many families are looking for immediate solutions to their problems. But now more than ever, it’s important to consider your family’s long-term health, security and happiness. Providing for long-term care is just as vital as providing for wellness… Continue Reading

No Investment Strategy Will Perfectly Align with Your Goals

I read two recent articles from Registered Rep Magazine that reminded me that regardless of how well you plan, and strategize there is no perfect investment strategy.  It doesn’t matter if your investment goal is to mitigate taxes, or if the goal is to invest in all indexes because over time they “have” to beat… Continue Reading

Get Your 2 Year Upgrade from Sprint Sooner

One of the first personal finance blogs I ever read, My Money Blog, recently published a post about getting out of your sprint contract early.  In it Jonathan describes a change to Sprint’s Early Termination Fee, and how such a change is a material alteration of the contract.  As such, one can cancel your Sprint… Continue Reading

Why Parents Struggle to Save for College for Their Children

All parents want to send their kids to college. Unfortunately, more and more parents are finding it difficult to save for college in these days of rising tuition rates and a shaky economy. A generation ago parents put their child’s college funding at the top of the priority list, but now many parents are being… Continue Reading