Don’t Be Fooled by April Fools Day 3/25/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 3/25/07 Don’t Be Fooled by April Fools Day 3/25/07 “Don’t Be Fooled by April Fool’s Day!” 3/25/07 April 1st is one of those odd days of the year when it is acceptable to play pranks […]
Don’t Be Fooled by April Fools Day 3/25/07
The Best Places to Invest Small Amounts of Money 3/18/07
The Best Places to Invest Small Amounts of Money 3/18/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 3/18/07 The Best Places to Invest Small Amounts of Money 3/18/07 “The Best Places to Invest Small Amounts of Money” 3/18/07 Last week, I discussed the importance of starting an investment program even […]
Americans Savings Turns Negative 3/11/07
Americans Savings Turns Negative 3/11/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 3/11/07 Americans Savings Turns Negative 3/11/07 “American’s Savings Turns Negative” 3/11/07 Last year, the nation’s savings rate fell to the lowest level since the Great Depression. The government reported that consumers spent all they earned and then some, […]
New Rules from FDIC Enhance Retirement Accounts 3/4/07
New Rules from FDIC Enhance Retirement Accounts 3/4/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 3/4/07 New Rules from FDIC Enhance Retirement Accounts 3/4/07 “New Rules from FDIC Enhance Retirement Accounts” 3/4/07 Many people love the sense of security they get when they invest their money in a bank. […]
College Savings Plans Revisited 2/25/07
College Savings Plans Revisited 2/25/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 2/25/07 College Savings Plans Revisited 2/25/07 “529 College Savings Plans Revisited” 2/25/07 Several changes in federal tax laws have strengthened the case for using 529 Savings Plans for college funding. The Pension Protection Act of 2006 made permanent […]
Maximizing Your Tax Deductions-Part II 2/18/07
Maximizing Your Tax Deductions-Part II 2/18/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 2/18/07 Maximizing Your Tax Deductions- Part II 2/18/07) “Maximizing Your Tax Deductions- Part II” 2/18/07 For this second article in a two part series, I will conclude my refresher tax course in maximizing itemized deductions by outlining […]
Maximizing Your Tax Deductions- Part 1 2/11/07
Maximizing Your Tax Deductions- Part 1 2/11/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC Part 1 2/11/07 Maximizing Your Tax Deductions- Part 1 2/11/07 “Maximizing Your Tax Deductions- Part I” 2/11/07 With April 15th just around the corner, this is the right time to take a quick tax refresher course […]
A New Option for Your 401k 2/4/07
A New Option for Your 401k 2/4/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 2/4/07 A New Option for Your 401k 2/4/07 “A New Option for Your 401(k)” 2/4/07 Last week, I discussed how business owners who employ few or no employees still have time to receive a large tax […]
Last minute Tax Deduction for Business Owners 1/28/07
Last minute Tax Deduction for Business Owners 1/28/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 1/28/07 Last minute Tax Deduction for Business Owners 1/28/07 “Last Minute Tax Deduction for Business Owners” 1/28/07 While December 31st has come and gone, there are still options available to lower your tax liability for last […]
Retirement Catch-Up-Part II 1/21/07
Retirement Catch-Up-Part II 1/21/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 1/21/07 Retirement Catch-Up-Part II 1/21/07 “Retirement Catch-Up- Part II” 1/21/07 Last week I led you through a simple process to help you determine if you are on track with your savings for retirement. If you completed the exercise, you […]