Income Items That Are Taxable


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Sources of Taxable Income Having prepared tax returns for over 40 years both professionally and my own, there are several items that many taxpayers over look when considering taxable income. To add salt to injury, debt forgiveness is a taxable event; you will receive form 1099-C from your creditor for the amount that was canceled….read more »

Covered Call Options


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Trading Stock Options Start Your 14 Day FREE Trial to Action Alerts PLUS Today & Get Email Alerts For Every Buy Or Sell Cramer Makes, Trade Along with Jim Cramer Now. Selling a covered call is a strategy that focuses on generating income on a stock that you already own. Covered calls work best for…read more »

New Tax Audit Rules


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Tax Audits IRS now has six years to “Audit Your Taxes”, up from three years. I recommend you keep your old tax records for at least seven years and keep any cost basis tax information like stocks, real estate and capital assets for even longer. The statute of limitations on taxes is a fundamental rule…read more »

Investment Ideas Bi-Monthly – Monday Jan. 18, 2016


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Investment Ideas   (Monday – Jan. 18,  2016) A bi-monthly 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 sell any security, but…read more »

4 Reasons Women Are More Vulnerable in Retirement


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Women in Retirement   Longevity – It’s a known fact that women typically out life their counterparts (men). Basically women outlive men and their average longevity age is 81.2 vs. men’s at 76.4. The longer you live, the more likely you might outlive your retirement assets. Income Inequality – As a whole women earn less…read more »

Investing During Bear Market -Stay the Course


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Stay the Course is a Sound Investment Strategy With the recent market turmoil, investors should focus on the virtues of remaining patient, having a long-term view, and staying the course in up and down markets. Most individuals miss the movement of stocks and underperform. That difference comes down to timing. Investors consistently get in and…read more »

Investment Ideas Bi-Monthly – Monday Jan. 04, 2016


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Investment Ideas   (Monday – Jan. 04,  2016) A bi-monthly 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 sell any security, but…read more »

Child Support in a Divorce


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Managing Child Support Divorce is never a easy process to deal with and certainly adding the child support to the mix of stress isn’t without its difficulties. A fairly new service called “SupportPay” has become available to protect divorcing couples by providing certified proof that child support payments have been paid. The program is designed…read more »

Year-End Tax Planning 2015


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Guide to Tax Planning for 2015 – Year End With the 2015 year coming to a quick close, it’s time to do some year-end tax planning. Specifically, I am referring to your investment portfolio centered around your regular taxable accounts. If you are over 70 ½ year old or older, do not forget to review…read more »

Investment Ideas Bi-Monthly – Monday Dec. 21, 2015


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Investment Ideas (Monday – Dec. 21 2015) A bi-monthly 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 sell any security, but a…read more »

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