Taxpayers all across America are busy gathering data for the annual gala called tax filing day! Well, April 15 is not the kind of party that many of us are looking forward to unless you are anticipating a big refund. When it comes to filing your tax return, timeliness and accuracy are very important…timeliness in order to […]
Avoiding an IRS Audit
Sign-up for E-Money Report
The weekly eMoney Report includes: 2-Minute Drill. Invest less than 2 minutes of time per week to keep up with what’s happening in the stock market. Then, if you wish, drill down deeper into our market report. Financial Insights. You’ll receive a link to Stewart’s weekly financial column which covers a wide variety of financial […]
Strategic Planning for Unemployed Workers
While there are multiple signs that our economy is on the upswing, over fourteen million people remain unemployed. There are indications that re-employment will be a slow process because many corporations have excess production capacity and federal, state and local governments will be under increasing pressure to cut expenses…including labor. Many out-of-work people make the […]
5 Tips for Successful Investing
In earlier columns, I’ve suggested that 2011 is likely to be a year of superior returns for the stock market. Now is the time to review your investments and reset your strategy for success. Too often investors allow themselves to be frozen by the fear of what has transpired over the recent past and wait to shift […]
Where to Invest Now- Part II
Now is the time to review your investments and make adjustments based on your view of the opportunities that lie ahead. Last week I discussed strategies for stocks, bonds and inflation. This week we’ll examine real estate, commodities, and gold. Real Estate. A popular way to invest in real estate is through a real estate investment trust […]
Where to Invest Now
Last week I offered my prognosis of things to come in 2011. This week I’ll discuss where to invest now to take advantage of opportunities or avoid pitfalls in the year ahead. Stocks. The stars appear to be aligned for double-digit returns in the stock market over the next twelve months. Retirees seeking cash flow and more […]
Where to Invest Now
Last week I offered my prognosis of things to come in 2011. This week I’ll discuss where to invest now to take advantage of opportunities or avoid pitfalls in the year ahead. Stocks. The stars appear to be aligned for double-digit returns in the stock market over the next twelve months. Retirees seeking cash flow and more […]
Opportunities Abound in 2011
As we make the transition from 2010 to 2011, what can we expect for the coming year and how can we, individually, benefit from the opportunities that lay ahead? The extension of the Bush tax cuts, increased tax deductions for businesses, payroll tax reduction and raising of the estate tax exemption has created a pivotal change […]
2011: Turning Dreams into Reality!
Few of us take the time to stop and take stock of our lives but if you take a moment to reflect, you will find that you, in fact, accomplished quite a lot in 2010. But did you achieve your full potential? It’s likely that your full potential is much greater than even you recognize. I’m […]
Christmas Comes Early
Halleluiah! Halleluiah! This chant is usually reserved for holiday cheer but estate attorneys and financial advisors throughout the land are singing this song in praise of President Obama and the Republican compromise proposal to raise the estate tax exemption to $5 million ($10 million for couples) with a maximum 35% tax rate on the balance. This […]