Tax Day Reliefs!

By |2009-04-15T10:52:50-04:00April 15, 2009|Financial Planning, Investing Tips|

Well the only good thing about a stock market decline is that we owe LESS taxes on the earnings...ahem, I mean on the lack-of-earnings. In fact, it gets better. We can (and should) take up to $3,000 of losses over and above those which offset our capital gains, as a tax loss.

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The Rest of the Story

By |2009-03-02T10:53:35-04:00March 2, 2009|Financial Planning, Investing Tips|

Warren Buffet was quoted over the weekend saying the economy is in shambles and that it will last for the rest of this year. Not sure that’s news, yet it’s surely captured headlines. In fact, Buffett may have needed (he surely wanted) to refocus some of the VERY negative spot light on him, given that his investments, including Berkshire Hathaway suffered the worst year in it’s history, by a VERY large margin. Don’t get me wrong, I like Warren Buffet, yet I’m NOT sure this is a time for him to be spouting off; perhaps he should stick to his knitting.

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Mind-Bending Rebar Iron

By |2009-03-01T10:43:59-04:00March 1, 2009|Financial Planning, Women and Money|

Yes, you read right. I partnered with my Internet marketing guru, Michael Tasner, at a business development conference in San Francisco. We stood 6 feet apart, rested each end of a 6 foot long Rebar Iron bar in the soft spot located in the front of our throats, just under our adam's apple. We looked into each other's eyes, and concentrated on both our current power, as well as having drawn up former powerful images of ourselves by the instructor.

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Pigs Get Fatter

By |2009-02-10T10:50:26-04:00February 10, 2009|Financial Planning, Investing Tips|

Alex Rodriguez’s admission to steroid use from 2001-2003 yesterday was the latest example of tarnish and cheating and lying. Young? Not too young to cash the big checks! Stupid, yes, I’ll readily agree. Greedy? Check. Selfish? Surely. A hero? Not.

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If Barack can do it, We (too!) can do it, Women!

By |2009-01-28T10:31:45-04:00January 28, 2009|Financial Planning, Women and Money|

If Barack Obama can defy the terrific odds of being raised by his grandmother instead of a nuclear family, graduate Harvard magna cum laude, become a community organizer in Chicago in 1985, serve Illinois as their Jr. Senator from 1996-2004, win their US Senate seat from 2005-2008, and later outsmart, outrun, and outfundraise Hillary Clinton to become the Democratic nominee, and ultimately win the prize of the United States of America's first black President, then we women can surely push past our resistance to learning about our money. By comparison...well there really IS no comparison, period.

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Watch Out for Covert Capital Gains

By |2008-12-30T21:30:28-04:00December 30, 2008|Financial Planning, Investing Tips|

Hey all you smart mutual fund investors, listen up! Check your accounts on line now, or call your broker or investment company,to see if your fund issued any capital gains this month. That's right, even though your fund's value probably took a nose dive, there very well may have been trading in that fund throughout the year that could have resulted in a capital gain. Mutual funds distribute the bulk of such gains during December to their shareholders, so you COULD owe income tax on capital gains even though your fund is sporting a big fat loss, or even a mild-paunchy loss...

No Interest in Zero Interest

By |2008-12-13T10:47:50-04:00December 13, 2008|Financial Planning, Investing Tips|

I, for one, have NO interest in zero percent return on my money. Yet this weeks' traunch of 4-week US Treasury bills paying ZERO percent sold out! Yes, you read correctly; people stormed the Treasury to have the US Government hold their money, period, paying out zero (or less, read on) interest.

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