Creating a Financial Plan – Estate Planning Estate Planning involves not only Federal Estate Taxes, but also Trusts, Wills, Power of Attorney, Pre-nups, property ownership and other tax saving strategies. Estate Planning – is the process of anticipating and arranging for the disposal of an estate. Estate planning typically attempts to eliminate uncertainties over the [...]
Browsing Posts published in September, 2010
Q-Tip Trusts – Qualified Terminable Interest Property Qualified terminable interest property also known as a Q-Tip Trust is an estate planning tool that supports both a spouse and the children. The estate goes directly into a trust for the surviving spouse, who receives all the income it earns, however has no control over the assets [...]
FICO Score Be careful as the free FICO score is part of a 10 day trial of a monthly subscription service that will cost you $10.95 monthly if you fail to cancel within the 10 days trial period. In a previous posts I’ve discussed the merits of checking your credit score and credit reports from [...]
Creating a Financial Plan – Income Tax Planning When creating a financial plan the subject of taxes and how to limit your tax liability is of importance. Tax planning is the subject of tax avoidance and not tax evasion. The difference is tax avoidance is the method of reducing your taxes owed year to year [...]
Google Voice – Alternative to landline Personally I’ve been using Google Voice for quite a few years when it was originally called Grand Central before being acquired by Google. I use both Skype and Google but in the past for different reasons. Google Voice offers a free local telephone number which can forward calls to [...]
Social Security Tricks Most people who qualify to start receiving social security benefits are in fact starting as soon as possible at the age of 62. If they start collecting without advance planning they could end up missing out on thousands of dollars they could have been entitled to. Here are five steps that one [...]
Portfolio Management Software In our previous post we discussed portfolio management as part of our creation of a financial plan. In this post we will take a brief look at what software is available for that purpose. Some will be available for free and other will carry some cost. In this post we are looking [...]
Creating a Financial Plan – Portfolio Management We have come to the stage of investment management also called portfolio or asset management which is a summary of all your investment accounts listing your positions currently held as well as assets sold. There are numerous products out there to assist you in keeping track of your [...]
DFI Wealth Management Website September 06, 2010 (Labor Day) On my website you will find a link featuring several holiday specials centering around Labor Day including travel and other Labor Day specials. Each upcoming holiday is featured months in advance to assist you in getting the best bargains during any specific holiday season. I have [...]
Real Estate Rental Income In a recent real estate blog post I mentioned the possibility of a long term meager real estate appreciation values in the residential home market. However if you are seeking real estate as an investment, specifically as a rental income investment it might be worth your consideration. Investor with cash can [...]
