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| 2010 Financial Planning Tips Archive
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July 2010 - Is it smart to use retirement savings to pay off a mortgage? In these days of high unemployment and declining home values, people are searching for ways to regain control over their financial lives. June 2010 - Questions to ask before retiring If you're within a stone's throw of retirement — for most folks, that's somewhere between the ages of 55 and 65 — you've probably spent at least a little time dreaming about life after work. But before you turn off the computer and turn in your retirement paperwork, consider three important questions. May 2010 - Who should pay for your child's college education? Should you pay for your child's college education? Or should your child find the financing? It depends on who you ask. April 2010 - Should you move your 401(k) to an IRA at retirement? If you're approaching retirement, you may be wondering where to park the money that's sitting in your employer's 401(k) plan. Should you transfer the balance to an Individual Retirement Account (IRA) as soon as you retire? Should you take a lump-sum payment and reinvest the money elsewhere? March 2010 - You might need a credit counselor if... For many Americans, accumulating mountains of debt is routine, habitual, common. Their parents did it; their friends do it; their neighbors who drive flashy cars seem to get away with it. If not a birthright, it's certainly considered a viable option. But some folks who insist on living beyond their means are courting financial disaster. You may have a problem with debt if... February 2010 - Build a case to cut your property taxes Unless you've been living in a cave for the last year or so, you won't be surprised to learn that home values in many parts of the country have plummeted. California, Florida, Arizona, and Nevada have been hit especially hard, but theirs are not the only markets suffering huge declines. According to some studies, 44 million homes throughout the country will lose over $200 billion in value in the next few years. January 2010 - How to organize your finances In our busy lives, it's sometimes tough to corral our financial records. Bills, paycheck stubs, tax returns, and bank statements can disappear into dusty attic corners and bulging desk drawers. Important insurance policies can hide out beneath bins of holiday ornaments and electrical supplies. Mortgage documents can sneak into old books or ensconce themselves in nooks and crannies throughout the house. |
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Planning Tips" are published monthly to provide useful financial
information. Return to this site every month for helpful suggestions on
how to reach your financial goals. The information contained in this site is of a general nature and should not be acted upon in your specific situation without further details and/or professional assistance. If you would like more information on anything in "Financial Planning Tips," or if you'd like to be on our mailing list to receive other financial, tax, or business information from time to time, please contact our office. We're here to help. We currently have individuals licensed to offer securities in the states of New Jersey, California, Connecticut, Washington D.C., Delaware, Florida, Maryland, Nevada, Pennsylvania, Texas and Wisconsin and to offer investment advisory services in New Jersey, Connecticut, Delaware, Florida, Maryland North Carolina, New York, Pennsylvania, Texas and Wisconsin. This is not an offer to sell or provide investment advisory services in any other state or jurisdiction. Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. |
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