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: Registered Investment Advisory Firm

Does Your 401(k) Offer An “In Service” Distribution?
May 11, 2012 – 2:47 pm | No Comment
Does Your 401(k) Offer An “In Service” Distribution?

For Generation X clients, the majority of their retirement savings are in the company 401(k).   While you do have a multitude of options of what you can do with your 401(k) if you leave your …

Your Kid Just Received A National Award and a $3000 Bill!
April 25, 2012 – 9:35 am | No Comment
Your Kid Just Received A National Award and a $3000 Bill!

I love my kids.   I really do.  Like any parent, you get excited when they get good grades, their sports teams do well, or they achieve something special that helps you feel like you are …

Top 5 Celebrities Who Had Tax Problems With The IRS
April 16, 2012 – 9:45 am | 3 Comments
Top 5 Celebrities Who Had Tax Problems With The IRS

If you ever get the chance to become famous, it may be followed by fortune.   Stars that get the chance to be in the Hollywood limelight or reach tremendous athletic prowess can often make tens …

6 Potential Red Flags That Can Get You Audited?
April 9, 2012 – 4:22 pm | 4 Comments
6 Potential Red Flags That Can Get You Audited?

You never know ultimately what could cause you and audit once this tax season is over.   Here are 6 potential red flags to avoid that could put you in hot water.

You make stupid mistakes- Information …

Is It Time To Rent A Friend?
March 19, 2012 – 1:13 pm | No Comment
Is It Time To Rent A Friend?

Sometimes I wonder whether the internet is a good thing or a bad thing.   When it comes to making smart money moves, the internet has opened up a realm of possibilities making it easy for …

The Key Differences Between Index Funds & Traditional Mutual Funds
March 2, 2012 – 11:54 am | No Comment
The Key Differences Between Index Funds & Traditional Mutual Funds

Kalen Smith writes about investing, retirement, and economic policy on Money Crashers Personal Finance.
For the sake of convenience, many investors do not look to manage their own portfolios or choose their own investments. Investors who …

26 Billion More Down The Drain
February 15, 2012 – 11:24 am | No Comment
26 Billion More Down The Drain

It’s official. After months of challenging negotiations, government authorities announced last Thursday that they reached a $26 billion settlement with five of the nation’s biggest banks over their flawed and fraudulent foreclosure practices. The goal …

The Government Likes Annuities Now?
February 8, 2012 – 3:43 pm | No Comment
The Government Likes Annuities Now?

As all of us know, the idea of working for one company for 20 or 30 years is a dream most of won’t ever realize in our lifetimes.   Historically, if you worked for one company …

Would A Politician Admit To Insider Trading?
February 6, 2012 – 10:26 am | No Comment
Would A Politician Admit To Insider Trading?

C’mon, we all know the answer to this question.   It does seem kind of mysterious that all of sudden this past week, the Senate finally passed a bill by an overwhelming 96-3 vote to ban …

My College Is Worse Than The Kids Knocking On The Door
February 3, 2012 – 10:29 am | 2 Comments
My College Is Worse Than The Kids Knocking On The Door

I used to fear the Girl Scouts during cookie season either knocking on my door or approaching me outside of the local supermarket targeting my goodwill to buy some of those delicious thin mint cookies.   …