An Enrolled Agent with over 30 years' experience providing common-sense tax, insurance and financial solutions. Married for over 45 years, having raised two sons, both married to girls named Carla. Go figure.
Saturday, August 24, 2013
Friday, August 16, 2013
Thursday, August 15, 2013
Tax-Conscious Investing
The potential for taxes to claim a larger share of investment earnings means that many people might take advantage of opportunities to invest in tax-deferred retirement plans such as 401(k)s and IRAs.
Wednesday, August 14, 2013
A Will to Help Your Children
Half of Americans with children do not have a legal will to protect their families.¹ The most common excuses people give for not having a will are procrastination and the feeling that it is unnecessary.² If you have children, it is important to have a will, regardless of your financial assets.
Teach Your Children About Managing Money and Paying Taxes Before They Leave Home
According to a recent report released just this past Wednesday, it will cost a moderate-income, two-parent family about $241,080 to raise a child born last year to age 18, not including college expenses.* But if current trends continue, very little time or money will be spent—by parents or the education system—teaching the child about managing money and paying taxes before the harsh financial realities of life confront them.
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