Capital Gains Looming Once Again by David Hoffman with Investment News… Investment News is an industry magazine that I get, but I think the information in the article is important because it ties to our discussion from last week about the level of distributions that many of us will recieve this year from our Mutual Funds.
What Kind of Loan Should You Get provided by SmartMoney.com… Many of you have asked me to share my insights on what type of loan you should get for your home.
For more information, visit the show notes at http://www.moneyguy.com/2007/11/capital-gains-mortgages-and-retire-early-but-beware
On today’s show we discuss:
1st Segment includes information on what you need to look at with your portfolio at year end.
** Harvesting Tax Losses
** Avoiding Year End Mutual Fund purchases until after you determine whether year end distributions have been made by the fund (could be as high as 10% in some popular funds this year).
** Charitable donation reminder
For more information, visit the show notes at http://www.moneyguy.com/2007/11/year-taxes-investments-auto-insurance-savings-variable-annuities/
Defending credit card companies is hard to do because they do have quite a few practices that are down right sleazy (shrinking grace periods, escalating interest rate, holiday due dates, etc.), but if used properly they can be a helpful financial tool.
In this episode we share articles from the following:
"8 Experts Recall Their Best Personal Finance Advice" by Dana Dratch from bankrate.com
"Are Credit Cards Evil, or Just Dangerous?" by Liz Pulliam Weston from MSN Money
"Where Do You Stand in the Wealth Spectrum?" by Lee Eisenberg from Bankrate.com
"Dealing With a Disaster and Your Insurance Company" by Jennie L. Phipps with Bankrate.com/Yahoo Finance.
For links and more resources, visit our show notes at http://www.moneyguy.com/2007/11/great-personal-finance-advice-are-credit-cards-evil-and-the-wealth-spectrum