The April 2009 newsletter is now available online. It includes an update on market conditions, plus information on the Cobra subsidy, writing off worthless securities on your taxes, an estate planning pitfall to avoid, a conversation for parents about saving for retirement vs. college, and a how-to … [Read more...]
Retirement V. College
So many parents struggle with the dilemma of whether they should prioritize saving for kids' college or their own retirement. Some parents believe that children benefit the most from being responsible for their own college funding through personal work, savings, scholarships, and borrowing to get … [Read more...]
Interview with Channel 11’s Joel Thomas
See my interview with Channel 11's Joel Thomas on the day of the Your Money Bus tour. We talked about the importance of saving and planning for how you want to live now and in the future. Coverage of the Your Money Bus tour was included as part of their Surviving 09 … [Read more...]
The Stimulus Act and You
On February 17, 2009, President Obama signed into law the American Recovery and Reinvestment Act of 2009 (the 2009 "Stimulus Act"). The legislation carries a projected cost of $787 billion, and contains hundreds of provisions. Key provisions that may be relevant to you include: New Making Work … [Read more...]