Well 2012 is now in the record books and we went through quite a bit from January 13th when rating agencies downgraded nine euro-zone nations, to the failed IPO and falling stock prices of Facebook in
The holidays are the season of giving. This year, that could include giving certain types of assets to your children and grandchildren so that your family can enjoy a lower overall tax bill. Shifting
Life Settlement: A Smart Financial Business Decision Those in the financial and wealth management world know that life insurance policies are taken out for a variety of reasons. The policy could
Every year, unsuspecting people fall victim to a variety of tax scams, ranging from identity theft to return preparer fraud. While it may seem to be too early to be worrying about your 2012 tax
Penny stocks do not have a definite universal definition. Different people have different definitions when it comes to penny stocks. You are going to learn more about penny stocks in the financial
What’s your dream retirement destination? Whether you envision staying close to family and friends, downsizing to a condo in the city or perhaps even retiring abroad, you need to think about what you
New cars, fancy vacations, the latest electronics—there’s no question that Americans, even in the aftermath of the Great Recession, love to spend money. More and more people in today's world need to
If you’ve decided that now is the time to shift assets from a traditional IRA to a Roth IRA, you face an important decision in learning how to make your retirement last. Who will you name as the
Different types of investments are treated differently by the IRS - Proper Asset Location of Stocks, Bonds, Real Estate and Hard Assets, which is why proper asset location is an important strategy to
In the financial markets today, you have to ask yourself the important questions, are you invested in Gold & Silver? In today's financial and business times, it is now more important than ever to
