You’ll hear quite a bit in the financial media about diversification and the benefit of asset “allocation” but there is very little discussion on using an asset “location” strategy with your investment portfolios. Asset location refers to where or in … Read More
Happy New Year, everyone! I thought it was a good time to post a reference round-up of Key Financial Planning Numbers for 2010. The PDF document summarizes critical values and thresholds to be aware of as we make financial planning … Read More
At the bottom of this post, you will find a link to the press release just issued regarding HR 3817. There has been considerable debate and discussion in the financial community over the definition and application of the term “fiduciary” and I … Read More
The U.S. Treasury Department announced the rate on new I Bonds, issued between November 2009 and April 2010, will pay 3.36%. This number is made up of a fixed rate that holds for the 30-year life of the bond — now … Read More
According to a press release issued the other day by the IRS, U.S. Federal tax brackets and most tax benefits will “stay the same or change only slightly in 2010.” This is due to the negative to low inflation rate … Read More
Posted by Mary P. Deshong- Kinkelaar You may have seen the commercials on television with a famous actor suggesting senior citizens get a reverse mortgage to help with unexpected bills. While a reverse mortgage may be a good option for … Read More