Finance

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Are Your Investments Working as Hard as You Are?

August 30, 2010 ⋅ Post a comment

On Labor Day, we celebrate the achievements of the American worker. As someone who works hard yourself, you can appreciate this holiday. And, of course, you hope your efforts will eventually result in achieving your important goals, such as college for your children or a comfortable retirement. But if you’re going to turn these objectives [...]

Homebuyer Credit Closing Deadline Extended

August 16, 2010 ⋅ Post a comment

Eligible taxpayers who contracted to buy a home, qualifying for the first-time homebuyer credit, before the end of April now have until Sept. 30, 2010 to close the deal. The Homebuyer Assistance and Improvement Act of 2010, signed by the President in July, extended the closing deadline from June 30 to Sept. 30 for any [...]

Can You Save for Retirement and College?

August 16, 2010 ⋅ Post a comment

As another school year approaches, you may be thinking about the day in which you’ll be sending your children off to college. Can you afford to help them pay for school while still saving for your own retirement? There are many strategies to explore when saving for your retirement and your child’s education. To implement [...]

For Whom Are You Investing?

August 3, 2010 ⋅ Post a comment

You may, on occasion, ask yourself why you are investing. Why go through the fluctuations of the financial markets, the worry over interest rate movements, the fears of today and the uncertainties of tomorrow? To answer this question, you may need to ask yourself one more: For whom am I investing? Consider the following: •You’re [...]

Tax Credits for Home Improvements

July 20, 2010 ⋅ Post a comment

Summer is a great time to tackle those home improvements on your list. And under the American Recovery and Reinvestment Act (ARRA) of 2009, the energy tax credit is increased. The new law raises the credit rate to 30% of the cost of all qualifying improvements and raises the maximum credit limit to $1,500 for [...]

Navigating Your Way through the Investment World

July 20, 2010 ⋅ Post a comment

You may not realize it, but July 24 is Amelia Earhart Day. July 24 was chosen because it’s the birthday of perhaps the most famous female aviator in history. Earhart’s story ended tragically when she became lost in the Pacific Ocean in 1937 on her voyage around the world, but she is still celebrated for [...]

New Tax Credits for Small Businesses

July 6, 2010 ⋅ Post a comment

Many small businesses and tax-exempt organizations that provide health insurance coverage to their employees will now qualify for a special tax credit. Included in the health care reform legislation – the Patient Protection and Affordable Care Act – which was approved by Congress and signed by President Obama on March 23, the credit is designed [...]

Declare Your Own Financial Independence Day

July 6, 2010 ⋅ Post a comment

The Fourth of July is almost upon us. To commemorate Independence Day, we shoot off fireworks, attend picnics and maybe even walk in parades. While it might not be as dramatic, another celebration of freedom should eventually play a big role in your life — specifically, your personal Financial Independence Day. And you can speed [...]

Tax Records To Hold Onto

June 18, 2010 ⋅ Post a comment

Summer is a great time to clean out that growing mountain of tax and financial papers that clutters your home and office. Here’s what you need to keep and what you can throw out without fearing the wrath of the IRS. Let’s start with your “safety zone”, the IRS statute of limitations. This limits the [...]

Edward Jones named No. 1 Full-service Broker by SmartMoney Magazine

June 7, 2010 ⋅ Post a comment

“Across-the-board strength vaults Edward Jones into first place,” according to the magazine. “The St. Louis-based firm ranks first in three

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