Tax Planning |

23 Feb 2010

What is an Asset Location Strategy?

by Mary | posted in: Blog Posts, Investing, Tax Planning | 0

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

17 Oct 2009

IRS Releases Tax Rate and Benefit Info for 2010

by Mary | posted in: Blog Posts, Tax Planning | 0

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

MARY IN THE NEWS

US News & World Report - July 2016: Mary Deshong-Kinkelaar, CFP® was interviewed for Keep Your Money Goals on Track With a Midyear Financial Checkup

WGN TV Chicago: Mary Deshong-Kinkelaar, CFP® was interviewed for the Cover Story segment,Making a Pension Back Up Plan

Yahoo Finance: Mary Deshong-Kinkelaar, CFP® was interviewed for Financially Fit, Ask Farnoosh: What Do You Do After Maxing Out Your 401(k) and IRA?

Money Magazine: Mary Deshong-Kinkelaar, CFP® was quoted by Penelope Wang for Faster, Better or Cheaper personal finance strategies.

GetCurrency.com: Mary Deshong-Kinkelaar, CFP® was interviewed by Melissa Ezarik for her article, Post-Wedding Spending: Gift Money Matters, with a common sense approach to using money wedding gifts without feeling deprived.