Wealth Advice & Estate Planning
Tips for saving money at the gas pump
As the price of gas is rising again, remember that small steps can mean big savings at the pumps. Using less gas means buying less gas. Making small changes to your driving habits could mean less frequent trips to the pumps. Try these tips for minimizing your gas usage. (6/22/2009)
Estate planning involves good understanding of the rules
Is there any good news when discussing death and taxes? Here's a case study of a couple who had some bad news. (6/8/2009)
Ponzi schemes: A primer
As the economy continues to falter, Ponzi schemes nationwide have become exposed and revealed billions of dollars of losses for investors. Individuals, not-for-profit organizations and company pension funds have lost massive amounts of money. Most people had never heard of Ponzi schemes prior to the current recession.
(5/25/2009)
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The technical information here is necessarily brief. No final conclusion on these topics should be drawn without further review and consultation. Please be advised that, based on current IRS rules and standards, the advice contained herein is not intended to be used, nor can it be used, for the avoidance of any tax penalty assessed by the IRS.