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| MARCH 11, 2010 | SEARCH | |
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 As April approaches, now is a good time to do some tax planning and perform a check-up on all aspects of your personal finances. [More] By Shannon Affholter - Business Planning | The tax season is under way across this great country of ours and one of the top questions that clients have been calling me with is how can I take advantage of the home buyer tax credits. [More] David Rumsey - Tax Talk | It's been about a year since stock prices hit their low point during the long bear market. Since then, of course, we've seen a big rally, but some of the decisions you made when the market was at its lowest point may still be affecting your... [More] By Peter Harvey - Edward Jones | As we observe Presidents Day this Feb. 15, we can learn a lot from past Presidents and the leadership skills they displayed while in office. Those who were most successful can attribute their triumphs to a few essential abilities, all of which can... [More] Roth IRAs have great advantages for investors over tranditional IRAs so they’re worth a review If you already have a Roth IRA, you’re aware of its biggest benefit: your earnings grow tax free, provided you meet certain conditions. If you don’t have a Roth IRA, you may want to consider one — and it may be easier for you to do... [More] This month I am responding to a large number of requests for information about energy tax credits. [More] As we turn the page on a new decade of the 21st century there are many thoughts that could be going through business owners and executives minds. [More] By David Rumsey Tax Talk | In the past few years, several federal tax incentives for designing and constructing energy-efficient residential and commercial buildings have been extended and enhanced. [More] By Shannon Affholter Business Planning | Lessons from a bear market: evaluate your stocks, buy quality, be realistic, know your risk tolerance If you invest for many years, you'll eventually encounter both bull and bear markets. [More] By Peter Harvey Edward Jones | As the holiday season approaches and the year draws to a close, business leaders have a wonderful opportunity to reflect upon their accomplishments in 2009 and establish their visions for 2010. [More] By Shannon Affholter Business Planning | |
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