Basic Goal Planning:
Short Term= Anything less than 5-7 years.
Long Term= Anything greater than the 7-year holding period.
For more information, go to http://www.moneyguy.com/2006/05/23
The Importance of Wills and Estate Planning
Wills Help You With:
For more information, including Legal Terms Used in Estate Planning, go to http://www.moneyguy.com/2006/05/money-guy-5-5-2006-podcast/
While not great investments, cars are important purchases for most of us.
Beyond how we feel driving them, they're expensive to buy, own, and operate.
Fortunately, smart buyers can get an edge by doing their homework, collecting the right data, and having a negotiating strategy. Being smart definitely pays off!
To read the 4 Steps to Winning the New Car Game, go to http://www.moneyguy.com/2006/04/winning-the-car-buying-game/
Financial Chaos Topic: Choosing a Financial Professional
The US Securities Exchange Commission (SEC) says the best advice it can give you about how to invest wisely is Ask Questions.
For a full list of questions, visit http://www.moneyguy.com/2006/04/money-guy-452006-podcast/
Steps To Take If You Come Into a Financial Windfall
For more information, go to http://www.moneyguy.com/2006/03/march-15th-2006-podcast-from-the-money-guy-j-brian-preston-cpa-cfp-pfs
Common Deductions That Too Many People Miss
1. Non-cash Contribution
2. New Points on Refinancing
3. Old Points on Refinancing
4. Health Insurance Premiums
5. Educator Expenses
6. Miscellaneous Expenses
For more details, go to http://www.moneyguy.com/2006/02/february-27-2006-podcast-tax-planning
New and Exciting Update!! Next Financial Chaos Topic: Tax Preparation and Planning with special guest co-host Brandon Verner, CPA, a partner with Verner, Perling & Company, P.C.
For more information, visit http://www.moneyguy.com/2006/02/february-13th-2006-podcast-from-the-money-guy-j-brian-preston-cpa-cfp-pfs
Why Big Insurers Are Staying Away From This Year's Hot Investment Product from the December 14th, 2005 Wall Street Journal by Jonathan Clements
Choosing a 529 College-Savings Plan: When It Makes Sense to Go Out of State from the January 4th, 2006 Wall Street Journal by Jonathan Clements
For more information, visit http://www.moneyguy.com/2006/01/restoring-order-to-your-financial-chaos