Investment Ideas – Monday Oct 26, 2015 (Monday – Oct 26, 2015) A weekly forecast and investment ideas covering a range of technical and fundamental analysis securities to assist you in when to buy and when to sell a specific security. This is informational only and is not meant as a recommendation to buy or…read more »
Are your fees tax deductible? Certain investment and tax advice are tax deductible on your tax return depending on whether or not you itemize on your return and you meet 2 % limitation amount. Financial planning fees in general are non-deductible, however advice related to investment or tax planning including estate planning are deductible. If…read more »
iPhone 4S on a Tracfone Service Plan In a recent post I discussed how to significantly reduce your monthly cell phone bills by switching to a prepaid plan such as Tracfone. This past week I took a used (hand me down) iPhone 4s that was originally a AT&T cell phone and converted the iPhone to…read more »
Investment Ideas – Monday Oct 12, 2015 (Monday – Oct 12, 2015) A weekly forecast and investment ideas covering a range of technical and fundamental analysis securities to assist you in when to buy and when to sell a specific security. This is informational only and is not meant as a recommendation to buy or…read more »
Mistakes to Avoid There have been recent changes to IRA rollover rules, therefore I have listed 3 IRA Rollover mistakes to avoid below. Missing the 60-day rollover deadline – If you move assets in an IRA account and take direct control of the proceeds you must rollover the…read more »
Bond Ladder Vs. Annuity A bond ladder is one of the most straightforward income strategies to give a yourself a cash flow in each year of retirement. Just buy a series of bonds that will mature for the desired amount of spending in each year of retirement. Ideally, the payments are secured to an advanced…read more »
