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How Fast the Markets Recover

March 5, 2010 | by Curtis Smith 0 comments

HOW FAST THE MARKETS RECOVER A look at how the markets have rebounded through the years. The stock market is amazingly resilient. You might be surprised at how fast the stock market can change … for... read more

Are you Prepared for the Nine Minute Phone Call?

March 5, 2010 | by Curtis Smith 0 comments

Caregiving 101: Helping Older Relatives Articulate Their Long-Term Care Wishes In the coming months, preparation has begun for a presentation to my NAPFA colleagues... read more

How Your Personality Affects Your Financial Decision Making

March 5, 2010 | by Curtis Smith 0 comments

How Your Personality Affects Your Financial Decision-Making All investors are not created equal. That’s why many fiduciary fee-only CFP® start their initial client meeting... read more

Don't Miss the Match

March 5, 2010 | by Curtis Smith 0 comments

Don't Miss the Match! Are you taking full advantage of your company’s 401(k)? The 401(k) plan is one of the most widely-utilized wealth creation tools offered Americans. These retirement savings pla... read more

Downsizing Isn't All About Stuff

March 5, 2010 | by Curtis Smith 0 comments

Downsizing Isn’t All About Stuff: It Can Be a Smart Financial Move, Too As people move into their 50s and 60s, priorities change. The hours spent on home improvements and the sheer time necessary to maintain a full-... read more

Breaking the Surface

March 5, 2010 | by Curtis Smith 0 comments

BREAKING THE SURFACE Four tips for recovering from unemployment. Any period of unemployment is fraught with stress – both personal and financial. While landing that formerly-elusive new job can be a relief, it is... read more

Top 10 Common Tax Filing Mistakes

March 5, 2010 | by Financial Highway

Tax season is in high gear, and April 15 is creeping closer, April 30th for Canadian readers. However, it’s important to double check your tax return — even if it is prepared by someone else. Anyone can make a mistake, and the information entered into a tax pr... read more

Five Reasons Tax Shelters Are More Important Than Ever

March 4, 2010 | by The Wall Street Journal

When times are tough, it's too easy to put tax management issues on the back burner. Sheltering your investment profits from taxes may seem like a remote concern when your accounts are a sea of red ink. And you may feel you have more pressing demands on your c... read more

Investing in Florida Real Estate in 2010

March 3, 2010 | by Florida Homes Magazine

I lost count of how many people I spoke to in December who said, “Thank goodness 2009 is over.” As we enter 2010, I think most of us can agree. Lawrence Yun, the chief economist of the National Association of Realtors, stated that 2009 was the year of recovery... read more

CD Laddering: Basic Cash Savings

March 2, 2010 | by Peak Personal Finance

One of the most basic ways to save money is to invest in cash through some sort of savings account. This is considered a rule of personal finance, and many of us save money this way, using a traditional savings account or an online high yield savings account t... read more

Should You Invest Into a CD or Fixed Annuity

March 1, 2010 | by Consumer Boomer

You’ve worked hard and managed to put a decent amount away. By nature you are a very conservative investor so bank CD’s seem like the natural choice. Right now interest rates are at historic lows so you’re open to other fixed-rate alternatives. Investing in... read more

How to Adjust Tax Withholdings

February 26, 2010 | by Deliver Away Debt

I’m sure most people have heard the terms Tax Withholdings and W-4s. After receiving my tax refund I decided to see how I could adjust my taxes in order to not receive a refund next year. First we need to get everyone on the same page and understand the differ... read more

Should You Invest in Oil and Gas Royalties?

February 25, 2010 | by Consumer Boomer

Crude oil prices have fluctuated more than market could ever hope or want to in the past 24 months. Crude oil prices rose 77.94% across 2009. As amazing as that seems, gasoline futures rose 93.27%. Diesel fuels was up 49.16% for 2009 and the heating oil rose 4... read more

Credit CARD Changes: Watch for the Fine Print

February 24, 2010 | by Money Ning

As you know, the provisions from the Credit CARD Act are taking effect. Some of these changes definitely offer better protection, but it doesn’t mean that you can just ignore the letters that come through the mail. When it comes to credit cards, you will alway... read more

4 Benefits of Saving Money in a Roth IRA

February 23, 2010 | by Fifty Sense

The Roth IRA is a great tool to create wealth. Depending on where you open your Roth IRA account, you can invest in any security. Mutual funds and stocks, if managed correctly, will generate a greater return than compound interest on a savings account or cer... read more


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