Paying more taxes now so you won't have to pay them later sure doesn't sound like a great deal during a recession. ...more

March 29, 2009

This filing year, with money tighter than it has been in decades, we can all benefit from seeking out that extra cash. That being said, potentially millions of dollars in tax breaks are ignored every year. ...more

March 29, 2009

There's no doubt this recession is having a huge impact on consumers, and as a result, they're cutting back on spending and saving more. ...more

February 15, 2009

During your working years, you put money away, hoping that it will grow enough to help provide you with a comfortable retirement. But once you retire, haven't you reached your goal? You don't still need to invest for growth, do you? ...more

January 30, 2009

I retired at 59 and utilized our IRA to pay off our house mortgage over three years to minimize taxes. ...more

December 8, 2008

TOWN 'N COUNTRY - When it comes to incentives, few things can compete with cold hard cash - something the boys of Cub Scout Pack 20 are already learning. ...more

October 8, 2008

TOWN 'N COUNTRY - When it comes to incentives, few things can compete with cold hard cash - something the boys of Cub Scout Pack 20 are already learning. ...more

October 8, 2008

My father recently died, and my siblings and I sold his house and split the profits according to his will. What would be the best way to keep from paying taxes on this gain? It's about $14,000. If I put it in a Roth IRA or regular IRA, would that shield me from the tax burden? Please give me some advice so it's not so devastating at tax time. ...more

August 21, 2008

If Uncle Sam comes through with a tax rebate, you've two options: Spend it wisely or with fun in mind. ...more

January 30, 2008

A story in today's Highlands Today shows an example of local parents doing an extremely smart thing: investing early in their children's college education. We hope all Floridians find someway to save for such expenses. Andrew and Susan Bible made college funding for their four children a priority. They couldn't sink a lot of cash up front into a plan that locks in tuition rates at Florida public universities for their children, ages 3 through 9, but they could do it in installments. For $200 per month, they are putting money away to help ensure a bright future for their children. And if their children go to colleges or universities outside the state, although the tuition won't be locked in, the money still is available. ...more

December 19, 2007