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Have a Flexible Game Plan

Published January 12, 2010 6203 Views

It's time again for the NFL Playoffs. That means Peyton Manning throwing, LaDainian Tomlinson running, Larry Fitzgerald catching and the collective Buffalo Bills looking at a 9 iron from about 140 yards. Teams prepare hard all week based on what they do well, the opponent they're playing, and the co...

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The most troublesome tax law change of 2010

Published January 11, 2010 6231 Views

Many important tax changes go into effect in 2010. The changes are usually the result of various laws, regulations and other guidance issued over the past few years. The AMT exemption tax law change for 2010 for individuals should be a major concern for most. The alternative minimum tax (AMT) wil...

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Is this 2010 or 1994?

Published January 11, 2010 6661 Views

The older I get the more I think of the line "History doesn't repeat itself, but it does rhyme." Variously attributed to both Mark Twain and Will Rogers, today's news brings a degree of affirmation. If we step back twenty years, pundits "knew" the US was finished as an economic powerhouse. The Ja...

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Palm on the Move

Published January 8, 2010 6377 Views

Palm announced Friday that it will be selling Smartphone through Verizon Wireless, one of the world's leading cellular communication providers. This deal could mark the turnaround for the struggling handset maker, which has seen diminishing sales the past few years. Although this is a great opportun...

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Where are the Shareholders' Bonuses?

Published January 8, 2010 6306 Views

Today's wires bring news that Bank of America (BAC) expects to pay bonuses close to 2007 levels. You remember 2007 - that idyllic time when most Americans had not yet heard of sub-prime mortgages and believed that their banks were sound, even if they weren't convinced that their banker was doing "Go...

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Are You in Control of Your Financial Decisions?

Published January 7, 2010 6903 Views

This week's T.V. spot features the ladies of the Dolls N'Sense Investment Club. I had the privilege of meeting the group during filming and it's clear that these are smart and educated women with their own opinions about investing. It was great to learn more about the special relationship they have...

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Newlywed Finances: For Better or For Worse

Published January 7, 2010 6371 Views

The wedding is over, but your life as a couple has just begun. As a team working together for the first time, there are many adjustments you will have to make in the first year together. Of course, you must approach the small stuff like laundry duties and dishes, but one of your main priorities sh...

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Can I use my IRA to buy my first house?

Published January 6, 2010 6394 Views

Sure you can! If you have not owned a home over the past two years you can use up to $10,000 from your IRA account toward the purchase of a primary residence. If you use money from a traditional IRA, you must pay tax on the amount you withdraw, but no penalty will be due. If the money comes from...

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March of the Obscure

Published January 6, 2010 6585 Views

Lately there is much reading of tea leaves in attempts to determine the direction of the US economy. Are we in recovery? Still in recession? Or are we recovering only to suffer a "double dip", where we come up but then go back down? The answers are never obvious. To get a confident sense of dire...

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Planning for Retirement in Stages

Published January 5, 2010 6185 Views

While vacations and holidays typically provide a break for most of us, there is one big break ahead that's a priority on most everyone's calendar -- retirement. While it may be closer for some, we all should make sure we're financially prepared when the time comes to take a permanent day off! It's...

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