Make Sound Financial Decisions
Financial Guides
Life Events
Life is full of changes, and surprises. Use these guides to help you make sound financial decisions.
- Getting Married
- Becoming a Parent
- Preparing for College
- Developing a Financial Plan
- Dealing with Your Bank
- Improving Your Credit
- Choosing A Professional
- Buying Insurance
- Getting a Loan
- Planning For Retirement
- Buying & Maintaining A Car
- Buying & Selling A Home
- Planning Your Estate
- Making Charitable Contributions
- Avoiding Scams
- Getting Divorced or Becoming Widowed
- Coping with Major Illness
- Coping with Death of a Loved One
- Improving Your Retirement
- Handling Other Situations
Business Strategies
Learn how to start, run and eventually sell a successful business.
Investment Strategies
Why leave your money sitting in a bank account earning for other people when you can put it to work for yourself? This section is dedicated to tested and proven investment strategies and concepts.
- Investment Basics: What You Should Know
- Asset Allocation: How To Diversify For Maximum Return
- Buying On Margin: How It Works and What To Watch Out For
- Financial Planning Checklist
- Investment Clubs: What You Need To Know
- Swap Tactic Lets You Defer Capital Gains Tax
- Changing Jobs? Don't Forget Your 401(k)How Brokers Execute Trades: What Every Investor Should Know
- Investing In Mutual Funds: The Time-Tested Guidelines
- Mutual Fund Taxation: How To Cut The Tax Bite
- Penny Stocks: How To Investigate Them and Avoid the Traps
- Annuities: How They Work and When You Should Use Them
- 10 Retirement Saving Tips
- Your Retirement Plan: How To Get Started
- Roth IRAs: How They Work and How To Use Them
FAQ
- Investment Options: Frequently Asked Questions
- Mutual Funds: Frequently Asked Questions
- Stocks: Frequently Asked Questions
- Bonds: Frequently Asked Questions
- Annuities: Frequently Asked Questions
- Retirement Assets: Frequently Asked Questions
- Developing a Financial Plan: Frequently Asked Questions
- IRAs: Frequently Asked Questions
- Traditional vs Roth IRAs: Frequently Asked Questions
Tax Strategies For Business Owners
This segment of financial guides is dedicated to strategic tax planning for business owners. Can you save more? We think so.
- Tax Planning For Small Business Owners
- 7 Biggest Misconceptions Business Owners Have About Their Returns
- Travel and Entertainment: Maximizing the Tax Benefits
- 7 Ways To Save Even More Income Taxes
- The Home Office Deduction
- Turn your Vacation Into a Tax Deduction
- Form of Business Organization: Which Should You Choose?
- Retirement Plan Options For Small Businesses
- The "SIMPLE" Plan: A Retirement Plan for the Really Small Business
Tax Strategies For Individuals
Learn how to lower your taxes with these legitimate tax saving strategies.
Financial Guides
- Tax Saving Strategies: A Helpful Checklist
- Travel and Entertainment: Maximizing the Tax Benefits
- The "Nanny Tax" Rules: What To Do If You Have Household Employees
- Higher Education Costs: How To Get The Best Tax Treatment
- Selling Your Home: How To Minimize the Tax On the Gain
- The Deductibility of Points
- Annuities: How They Work and When You Should Use Them
- Retirement Plan Distributions: When To Take Them
- Retirement Plan Distributions: How To Take Them
- Roth IRAs: How They Work and How To Use Them
- Mutual Fund Taxation: How To Cut The Tax Bite
- Advanced Charity Techniques: Maximizing Your Deduction
- Charitable Contributions of Property: Maximizing the Deduction
- Charitable Contributions: How To Give Wisel
Frequently Asked Questions
- Tax Saving Strategies: Frequently Asked Questions
- Travel and Entertainment: Frequently Asked Questions
- "Nanny Tax" Rules: Frequently Asked Questions
- Tax Benefits of Higher Education: Frequently Asked Questions
- Annuities: Frequently Asked Questions
- Retirement Assets: Frequently Asked Questions
- Mutual Funds: Frequently Asked Questions
- Traditional vs Roth IRAs: Frequently Asked Questions
- Recordkeeping: Frequently Asked Questions
- Charitable Contributions: Frequently Asked Questions
- Charitable Deductions: Frequently Asked Questions
Frequently Asked Questions
Over 500 every day financial questions answered.