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Tax Saving Strategies for Investors

Two creative and practical ways to be smarter with investments...The first this article explains is how to get more out of investment interest expenses. The second is how to deal with worthless stock by writing it off as a loss, then keeping it!

Are You Getting Good Financial Advice?

Finding financial guidance is easy, judging the worth of it can be a much tougher task. Even hiring a professional adviser is no guarantee you'll get great advice. If you're paying someone for a personalized plan, you especially want to make sure you're getting your money's worth.  Don't just look at the numbers, what's your gut telling you?

Swap Tactic Lets You Defer Capital-Gains Tax

"Like-Kind Exchange" can apply to many kinds of real estate trade-ups. Section 1031 is valuable to those involved in trading and can also be very tricky (and costly) if not carefully executed. This article is an interesting introduction to section 1031 and highlights many of its advantages along with some important planning tips.

The Secret of Creating Wealth

A smart and quick review of George S. Clason's book, The Richest Man In Babylon. A true secret of building wealth is revealed. Financial Planning Checklist Once you've finished with your year-end filing and your return is on its way to the IRS, take a minute to consider these questions concerning short and long-term financial goals, IRAs, Keoghs, employee benefits, your children(s)' education, emergency funds and many others. These planning techniques can help you decide if the money you have left over is really left over money!