It is expected that in 2010 there will be more Roth IRA conversions than in any year in the past – maybe all years added together. With all this converting and cavorting going on around IRAs and Roth IRAs, there are bound to be some problems arise. One particular type of problem that could arise [...]
Posts under ‘Uncategorized’
Flash again! Homebuyer’s Credit Expanded to Non-first timers…
In an update to the update, I wanted to pass this along: part of the bill passed last week which extended the first-time homebuyer’s credit through June of 2010, ALSO expanded the types of homebuyers to include “long-term residents of the same principal residence”. This “long-term resident” is defined as a homeowner who has owned [...]
What is it?
Okay, so in the first message I said I’d begin to cover just what financial planning is… I’m thinking, though, that any reader might be more interested in knowing what the benefits of financial planning are, rather than what ingredients go into the cake. One of the most important benefits of financial planning is ORGANIZATION. [...]
Financial Planning 101
FINANCIAL PLANNING 101Nine Essential Tips for a Bright Financial Future 1. See a lawyer and make a Will. If you have a Will make sure it is current and valid in your home state. Make sure that you and your spouse have reviewed each other’s Will – ensuring that both of your wishes will be [...]
And if you've come here to learn about queuing waterfowl, I apologize for the confusion. You may want to discuss your question with Lester, my loyal watchduck and self-proclaimed "advisor's advisor".
