The New Credit Card Problem: A College Education
May 14, 2012 – 8:25 am | Add A Comment

Amidst the many financial and economic discussions happening around the United States, there is a serious issue lurking right around the corner.   Although mortgage rates are around their all time low and consumer borrowing appears …

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Articles tagged with: Investacorp

What will you do with 2% more in your paycheck?
December 28, 2011 – 1:03 pm | No Comment
What will you do with 2% more in your paycheck?

If Santa Clause didn’t come down your chimney with anything good this year, Congress has decided to give you a stocking stuffer for the New Year.   With nearly 160 million workers that will benefit from …

When Your 401(k) Makes A Change On You
December 2, 2011 – 10:06 am | No Comment
When Your 401(k) Makes A Change On You

In the past year, many of our clients have seen changes made to their 401(k) plan.   These changes may happen from two separate businesses merging, your employer trying to save costs, or simply a change …

5 year-end tax strategies for your small business
November 21, 2011 – 12:29 pm | No Comment
5 year-end tax strategies for your small business

It’s that time of year to start thinking about your 2011 taxes and what moves you might be able to make to save in taxes!
Here are 5 ways to cut your 2011 business taxes:
1. Equipment …

Happy Halloween! How about a Buy one get one FREE from the folks at Caribou Coffee today!
October 31, 2011 – 10:07 am | No Comment

Caribou Coffee Posted this BOGO Coupon on their Facebook page! All you have to do is Print it out and bring it with you to your local Caribou Coffee location on Halloween to get this …

Is An Equity Indexed Annuity A Good Idea?
September 23, 2011 – 8:34 am | 3 Comments
Is An Equity Indexed Annuity A Good Idea?

With all of the ups and downs in the stock market, many investors have been asking this question, “Is there a way to make money in the stock market and still have a way not …

It’s Time For A Real Leader To Step Up
September 7, 2011 – 10:12 am | No Comment
It’s Time For A Real Leader To Step Up

We have begun to see the litany of new candidates who are throwing their hat in the ring to be President of The United States of America in the election next year.   Each of them …

Are Diamonds as an investment an alternative to the stock market and gold?
September 1, 2011 – 10:28 am | 2 Comments
Are Diamonds as an investment an alternative to the stock market and gold?

During a time when the only thing for certain seems to be economic uncertainty, have you considered investing in diamonds? For months now, you’ve watched your stocks and other investments see-saw while watching gold prices …

Should you buy a ‘combined’ insurance policy?
August 11, 2011 – 7:52 am | No Comment
Should you buy a ‘combined’ insurance policy?

As technology changes, we are always looking for the latest and best upgrades so we are on the cutting edge.  Just like the technology sector,  the world of insurance policy design and implementation is constantly …

Personal Finance 101 – College Education Planning – What Types Of Savings Vehicles Can You Use? –
June 27, 2011 – 10:46 pm | No Comment
Personal Finance 101 – College Education Planning – What Types Of Savings Vehicles Can You Use? –

Last week I discussed some of the assumptions you should be thinking about when it comes to planning for the goal of paying for your children’s college education.    Once you figure out …

Personal Finance 101 – College Education Planning – What Are Your Assumptions?
June 20, 2011 – 4:04 pm | No Comment
Personal Finance 101 – College Education Planning – What Are Your Assumptions?

You get home from work one day and your child has the magical letter to open from that college or university that you both always dreamed they would attend.   It’s possible the school …