Archive for December, 2007
Tuesday, December 4th, 2007
According to a November report by Standard & Poor’s, about half a trillion dollars' worth of adjustable-rate mortgages are due to reset to higher rates in 2008 when their two-year teaser rate periods come to an end.
Even though general interest rates have been headed down recently, you should know ...
Posted in Mortgages | No Comments »
Tuesday, December 4th, 2007
Fortunately, Dec. 31 is not the final decision date for what we do with our individual retirement accounts – the final 2007 IRA contribution deadline comes on April 15 next year – but it’s a good time to review the do’s and don’ts of successful IRA management.
Mistake No. 1 – ...
Posted in IRAs, 401(k)s, 403(b)s, TSP(s) | No Comments »
Tuesday, December 4th, 2007
If you’ve ever fantasized about quitting your job and starting a business, you’re certainly not alone. But it’s definitely not something to do on a whim.
A business startup requires parallel planning in advance for your business and personal finances. That’s because business owners – even those who are ...
Posted in Business Planning | No Comments »
Tuesday, December 4th, 2007
December’s a busy month, but it’s not too late to focus on last-minute tax savings. Consult a tax or financial advisor such as a Certified Financial Planner™ professional to see if these might work for you:
Do an AMT sweep: One of the reasons why it’s wise to consult a tax ...
Posted in Tax Planning | No Comments »