Debt crises held stocks in check in 2011. A tumultuous year for stocks. As 2011 winds up, many investors are more concerned with return of capital than return on capital. That is understandable; Wall Street faced some powerful headwinds this year. With little policy momentum to foster or aid any available economic momentum, U.S....
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Things you can do before and for the New Year. The end of the year is a good time to review your personal finances. What are your financial, business or life priorities for 2012? Try to specify the goals you want to accomplish. Think about the consistent investing, saving or budgeting methods you could...
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HOW TO BUILD GOOD CREDIT (AND IMPROVE YOUR CREDIT SCORE) Some little things that may make a difference in the number.   740 is the new 720. If you want to refinance or buy a home or pass muster with a lender, a landlord, an insurer or even a possible employer, it will help...
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Inheriting an IRA Make sure you pay attention to the rules. What do you do when you inherit an IRA? Good question. Most people don’t know the rules and regulations pertaining to inherited IRA assets. You should. You, not the IRS, should benefit the most in this circumstance. Will my income taxes soar this...
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  DIVERSIFICATION ISN’T JUST ABOUT MARKET RISK There are other risks we sometimes don’t think about. When an investor or financial advisor thinks about diversification, it is generally with market risk in mind. It’s worth remembering that there are other potential risks to your money – and diversification can be valuable in helping you...
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    GOOD FINANCIAL STEPS TO TAKE WHEN YOU GET MARRIED If you’re going to say “I do”, here are some things you might want to do. Are you marrying soon? Have you recently married? As you begin your life together, it’s important for you to start planning your financial future together and putting...
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HOW LTC INSURANCE CAN HELP PROTECT YOUR ASSETS Create a pool of health-care dollars that may prosper in tough times. Provided by Kurt Schlesinger How will you pay for long term care? The sad fact is that most people don’t know the answer to that question. But a solution is available. As baby boomers...
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