2011 “Stretch Drive” Tax Guide Year-End Tax Moves to Consider Provided by Peter Miralles, CFP®CIMA®CLU How would you like to save hundreds or even thousands on your 2011 federal tax return? Some year-end moves might allow you to do just that. The fourth quarter of 2011 is passing by quickly and taxpayers now find themselves [...]
2011 “Stretch Drive” Tax Guide Year-End Tax Moves to Consider Provided by Peter Miralles, CFP®CIMA®CLU How would you like to save hundreds or even thousands on your 2011 federal tax return? Some year-end moves might allow you to do just that. The fourth quarter of 2011 is passing by quickly and taxpayers now find themselves [...]
A way to give without a great deal of bureaucracy. Presented by Peter Miralles, CFP®CIMA®CLU So, you’d like to make some major charitable contributions, but you don’t want to create a family foundation – with its paperwork and management commitment and the possibility of squabbles. Is there an alternative? Yes, there is. You could consider [...]
Will they make a difference for homeowners and those with student loans? Presented by Peter Miralles, CFP®CIMA®CLU President Obama has just announced two initiatives to try and ease debt burdens for Americans – moves that some view as election-minded appeals to the younger and middle-class voters that backed him wholeheartedly in 2008. With the American [...]
Some market bears think very little has changed. They could be right. Presented by Peter Miralles, CFP®CIMA®CLU Memories of 2008 are still fresh: The credit crisis; the collapse of Lehman Brothers and Washington Mutual; the federal takeover of Fannie and Freddie; the market downturn. There’s little doubt Wall Street would like to erase it all [...]
Key indicators point to an economy (slowly) on the mend. Presented by Peter Miralles, CFP®CIMA®CLU This year, assorted economists and journalists have contended that the U.S. is on the edge of a new recession. Yet recent indicators hint that the economy is doing a bit better than some analysts think. U.S. retail sales were up [...]
Things you can do before and for the New Year. Presented by Peter Miralles, CFP®CIMA®CLU The end of the year is a good time to review your personal finances. What are your financial, business or life priorities for 2012? Try to specify the goals you want to accomplish. Think about the consistent investing, saving or [...]
