DFI Wealth Management Blog

Wealth of Financial Information

Browsing Posts published in March, 2011

Saving Money on Automobile Insurance Recently I was listening to an audio podcast on a program now offered by Progressive Insurance Company that claims consumers can save an additional discount up to 30 % on their car insurance. This discount is based on your specific driving habits over a six month period. Progressive sends the [...]

Credit & Debit Card Overdrafts New rules went into effect over the past several months concerning both credit cards and debit cards link to a checking account. In the past if you went over your credit card limit the card issuer could at it’s own discretion’s approve the amount charged that put you over your [...]

Internet Marketing – Step by Step Guide ( part 2 ) In my first article on internet marketing I introduced you to a free resource to help you evaluate whether you wish to explore further going online with your business or starting a new online internet marketing business. After completing the initial free training offered [...]

Tax Deduction You Might Have Missed For tax year ending 2010 the filing deadline has been extended to April 18, 2011 instead of the usual due to a national holiday observed in Washington DC. Listed below are several tax deductions typically missed by tax payers especially if they are preparing they own taxes. Health insurance [...]

Tax Liens and Offer in Compromise Update There have been recent changes to the Internal Revenue Service procedures regarding tax liens and Offer in Compromise, which are settlements with taxpayers who have no prospect of paying what they owe. There are also new rules for small businesses with tax debts. The IRS has expanded and [...]

Internet Marketing – Step by Step Guide When designing a business website most businesses use the website more as a web brochure and less on marketing via the “search engines.” When I first designed my business website I must admit that I was using it as a brochure with no thought given to search engine [...]

Small Business Start Up Costs – Excel Template Recently Vertex 42 released another fee Microsoft Excel Template that you can download to assist you if you are establishing a small business. The spreadsheet is to help you estimate your business start up costs. Whether you plan on starting a small business or a larger company, [...]

Calling Home When Traveling Overseas – Money Saving Tips LG KP500 Cookie Unlocked Phone with 3.2 MP Camera and Digital Media Player–International Version with Warranty (Black) To save money when calling home or local calls overseas you should consider unlocking your cell phone or purchasing an unlock cell phone. Buying a prepaid SIM card that [...]

Credit Score – New Rules There are new rules concerning your credit scores and reports that went into effect the beginning of the year. When you apply for credit whether it’s a credit card, mortgage or other forms of credit the lender will run a “credit check” which most likely includes a credit score. Your [...]

Internet Marketing – a financial planning perspective This article will begin the overview of establishing an online internet marketing business as seen through the eyes of a financial planner. It will be a step by step review from soup to nuts on running a successful internet marketing business. What types of training are necessary, costs [...]