• Home
  • About Us
    • Our Team
    • About Advice
    • Contact Us
  • Press Coverage
  • Client Info
    • Account Access
    • Passive Investing
    • Active Investment Management
  • Resources
    • ABC’s of Investor Protection
    • Calculators
    • Academic Research
    • Suggested Reading
    • Market Commentary
  • Careers
    • Careers Info
  • Newsletters

2011 Year-End Tax Guide Part III

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 [...]

tagged as debt, diversification, stock market, tax Posted in financial planning,fiscal policy,US economy

2011 Year-End Tax Guide Part II

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 [...]

tagged as debt, investing, stock market, tax Posted in financial planning,fiscal policy,US economy

2011 Year-End Tax Guide Part I

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 [...]

tagged as debt, retirement, stock market, tax Posted in financial planning

The Latest on Social Security

Benefits increase for 2012. Ideas for reform are numerous. Presented by Peter Miralles, CFP®CIMA®CLU Social Security gets its first COLA since 2009. As moderate inflation has made a comeback, the federal government has decided to boost Social Security benefits by 3.6% for 2012. This means an average increase of $39 per month for 55 million [...]

tagged as estate planning, social security, SSI, tax, tax law Posted in financial planning,fiscal policy

Donor Advised Funds

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 [...]

tagged as charitable giving, donor advised funds, estate planning, investing, opportunity, stock market, tax, tax law Posted in financial planning,financial services,independent financial services

Obama’s New Debt Relief Initiatives

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 [...]

tagged as debt, debt relief, economy, homeowners, mortgage, Obama, student loans, tax Posted in fiscal policy,US economy

Has Wall Street Learned from 2008

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 [...]

tagged as credit, debt, debt ceiling, diversification, DOW, federal buget, GDP, inflation, investing, NASDAQ, national debt, S&P 500, stock market, Wall Street Posted in financial planning,US economy

Another Recession? Don’t Believe It

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 [...]

tagged as economy, estate planning, federal buget, investing, recession Posted in financial planning,fiscal policy,US economy

Could Your Social Security Income Be Taxed?

A closer look at the provisional income rules. Presented by Peter Miralles, CFP®CIMA®CLU Many new retirees assume that Social Security income is tax-free. That is not always the case. The Social Security Amendments of 1983 opened the door to taxes on some SSI, depending on the amount of income someone earns in a calendar year.1 [...]

tagged as estate planning, investing, retirement, social security, SSI, tax, tax law Posted in financial planning,financial services,fiscal policy

Your Annual Financial To-Do List 2012

 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 [...]

tagged as diversification, estate planning, financial professional, health care, investing, IRA contribution, retirement, tax Posted in financial planning,financial services,independent financial services

← Previous Entries

Next Entries →

  • 5 Star Wealth Manager
    5 Star Wealth Manager
    Five Star Disclosure
  •  

    • ▶About Us
      • About Advice
      • Contact Us
      • Our Team
    • ▶Careers
      • Careers Info
    • ▶Client Info
      • Account Access
      • Active Investment Management
      • Passive Investing
    • Newsletters
    • Press Coverage
    • ▶Resources
      • ABC’s of Investor Protection
      • Academic Research
      • Calculators
      • Market Commentary
      • Suggested Reading
    • ▶Retirement Plans
      • IRA
  • Latest tweets!

    • Ways to Put a Refund to Work nblo.gs/xLFi9 3 days ago
    • Obama’s Proposed 2013 Budget & the Taxpayer nblo.gs/xFWVf 4 days ago
    • Could Gas Prices Harm the Recovery? nblo.gs/xuiNs 1 week ago
    • RT @USATODAYmoney Mortgage rates fall to new lows again usat.ly/JeAA9D #fb 1 week ago
    • RT @BloombergNews VIDEO: Steve Jobs' lost "Ghost Busters" parody | bloom.bg/J34BpE 1 week ago
  • Stock Quotes

    NASDAQ2778.79  chart-34.90
    Indu0.00  chartN/A
    S&P 5001295.22  chart-9.64

    13-week Treasury 0.075  chart-0.015
    Gold Feb 121775.00  chart+1.40
    Exxon Mobil Corpo81.47  chart-0.44
    Wal-mart Stores, 62.43  chart+0.75
    05-18-2012 17:30

Home | Privacy | Legal | Contact Us

Registered Representative, Cambridge Investment Research, Inc., a Registered Broker/Dealer, Member FINRA and SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Atlanta Wealth Consultants, LLC are not affiliated. Investment Advisory Services offered through IAR’s of Cambridge Investment Research Advisors, Inc. a Federally Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Registered Broker/Dealer, Member FINRA/SIPC to residents of: Alabama, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, North Carolina, South Carolina, Tennessee, Washington, Wisconsin.
Copyright © 2007-2011 Atlanta Wealth Consultants, LLC | Thesis WordPress Theme

';
  • Connect with us:Connect with us:
  • Connect on Facebook
  • Connect on Linkedin
  • RSS
  • Tweet with me