Category: Miscellaneous

Miscellaneous

Umbrella Insurance: Malpractice Insurance for Everyday Living

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By Our Guest Writers W. Ben Utley, CFP® and Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF As a doctor, you have a bright red target painted on your back with a big dollar sign in the bull’s eye. Everybody wants a piece of you. While there’s nothing you can do to keep them from suing you,… Continue reading Umbrella Insurance: Malpractice Insurance for Everyday Living

Miscellaneous

Mission of Deeds Walk

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We had a great time sponsoring the Annual Mission of Deeds Walk held at Lake Quannapowitt in Wakefield, MA. Please consider helping their mission of supporting homeless and needy families with a donation of household goods, furniture, or a cash donation.  You can learn more at http://www.missionofdeeds.org.

Miscellaneous, Planning, Quantia MD

‘TIS THE SEASON TO DO SOME CLEANIN’

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For our May newsletter, I wrote an article called Spring Clean Up.  I pitched the idea to the crew at QuantiaMD about turning the various sections from that article into a series of four podcasts.  They agreed, and then added video and poll questions to my silky tones, which help explain the four topics addressed… Continue reading ‘TIS THE SEASON TO DO SOME CLEANIN’

Miscellaneous

Spring Clean Up Project #4: Your Closets, Garages, and Attics

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In today's consumer driven world we live in, almost everyone builds up clutter that never sees the light of day. Why not take this opportunity to clean out your closets, garages, and attics and generate a tax deduction while you're at it? Donating these goods can also save you taxes, as long as you itemize… Continue reading Spring Clean Up Project #4: Your Closets, Garages, and Attics

Miscellaneous, Planning

Spring Clean Up Project #3: Your Credit Report

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Currently, three companies, Equifax, Experian, and TransUnion, track everyone's credit histories. Don't forget that banks, lenders, retailers, landlords, and other "credit grantors" use credit reports generated by these companies to determine your creditworthiness. Why not take this opportunity to clean up incorrect or misleading information reflected on your credit reports? Your credit report reflects quite… Continue reading Spring Clean Up Project #3: Your Credit Report

Miscellaneous, Taxes

Spring Clean Up Project #2: Your Tax Files and Records

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With the April 15th deadline still a recent memory, most of us probably still have our tax records piled up somewhere in our homes. Why not take this opportunity to shred all the documents that you no longer need to keep? According to the IRS: Well organized records make it easier to prepare a tax… Continue reading Spring Clean Up Project #2: Your Tax Files and Records

Commentary, Miscellaneous, Savings

NEW YEAR’S RESOLUTIONS – PT 1

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There might be a lot of uncertainty surrounding the tax rules these days. Don't use that uncertainty as an excuse to avoid trying to improve your personal finances. What better time to make some resolutions for 2013 than New Year's Day? Last January 1st, did you make any resolutions concerning your personal finances? If so,… Continue reading NEW YEAR’S RESOLUTIONS – PT 1