Featured Article

Unforeseen Consequences of the Roth IRA Conversion

This is another guest post from JoeTaxpayer.  On my blog, I’ve shared several articles that discussed the Roth IRA conversion event of 2010 in great length and detail.  While this is can be a great opportunity for many, there are several instances that a conversion does not.  I looked to JoeTaxpayer to share some pros [...]

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The New Reward Credit Cards

January 11, 2010 Credit Cards
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You’ve heard about new laws on credit cards for 2010 in the media during the past couple months, and while it can be rather confusing on what everything is all about, the credit card industry is changing, and it’s changing fast. If you’re like me, and you can’t keep up, I wanted to show [...]

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Do You Need a Power of Attorney?

January 10, 2010 Estate Planning
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A Power of Attorney is a legal instrument that delegates an individual’s legal authority to another person. If an individual is incapacitated or mentally incompetent, the POA assigns a trusted party to make decisions on his or her behalf.  It’s hard to argue that anyone does not need a power of attorney.  Here’s what you [...]

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Tax Information Checklist: Get Ready to File Before The Deadline

January 8, 2010 Tax Planning
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Before you know it, the 2009 tax-filing deadline will be here again. Wouldn’t you rather be watching your favorite television show—or doing something else that you enjoy—on the evening of April 15, 2010, instead of rushing through your tax forms to make a midnight postmark? By organizing your tax information now and getting checklist together, [...]

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Yield Curve Flashes Green

January 7, 2010 Bond Commentary
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The yield curve is often cited as one of the market’s best leading indicators and rightfully so. The yield curve has been one of the more reliable economic indicators. An inverted yield curve, which occurs when long-term bond yields are lower than short-term bond yields, has proceeded each of the last five recessions.

photo credit: [...]

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Best Retirement Plan For Small Businesses

January 7, 2010 Featured
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When I worked for my old brokerage firm, I was a W-2 employee and the retirement plan options were simple.  I had the 401k and could also do a Traditional or Roth IRA outside of it.  Things changed a bit when I started my own company.  I officially became a small business owner and had [...]

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Whose Buying and Selling Right Now?

January 5, 2010 Market Update
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At the heart of it, all markets come down to buyers and sellers. Taking a look at who is buying and who is selling can tell us something about the durability of the market’s performance and what may lie ahead.  Presently, there are four notable trends in buying and selling in the stock market.

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Six Tips to Help Get Your Children Involved in College Planning

January 4, 2010 Kids/College Planning
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Is your family looking forward to a school vacation coming this summer? Consider getting a head start on college planning. There are many activities that you can undertake now to ease the college decision-making process later.

photo credit: ucentralarkansas

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Roth IRA Rules For Minors. Your Kids Guide to Tax Free Money

January 3, 2010 IRA Universe
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My baby boomer clients are finally starting to grasp the concept of the tax free benefits of the Roth IRA. So much in fact in that they want to make sure that their kids start a Roth IRA and, in some cases, even their grandchildren. I even had one grandfather who wanted to [...]

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How Our Aging World Population Could Lead To An Economic Crisis

December 31, 2009 Guest Post
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This article was written by OilPrice.com who focus on Fossil Fuels, Alternative Energy, Metals, Oil Prices and Geopolitics.
Since all the way back in the 1960s, it has been portrayed as a looming and impending economic shockwave that would one day rock the entire world. However, back in those days, the event was viewed as [...]

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Inheriting Retirement Assets: What You Need to Know

December 30, 2009 Financial Planning
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Your options in managing assets that you inherit from a loved one’s qualified retirement plan may depend on the type of retirement plan in question (401(k), 403(b) plan or IRA) and your relationship to the deceased.  It’s important to know the rules involved so that you can manage those assets in the most tax efficient [...]

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Your Financial To-Do List for 2010

December 29, 2009 Financial Planning
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The end of the year is a good time to review your personal finances. What are your financial, business or life priorities for 2010? Try to specify the goals you want to accomplish and WRITE THEM DOWN!. Think about the consistent investing, saving or budgeting methods you could use to realize them. Also, consider these [...]

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How Can a Grandparent Help Finance a Grandchild’s Education

December 27, 2009 Kids/College Planning
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When considering potential gifts for grandchildren, you may want to remember the gift of financing an education. Just because Christmas is over doesn’t mean it’s too late to give. Given that a college education represents a significant expense for many families, your gift may be especially welcome when it comes time to pay tuition bills.

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Merry Christmas from the Rose’s

December 24, 2009 General Stuff

Hope the Holiday Season is a good one! Merry Christmas and God bless.

Christmas in the air!
It’s Christmas in the air!
Snowflakes in December
Children site with Santa’s toys
Their gloves wiping crystalline ice,
Off shiny plastic
Our breath thick like fog
Mingles in oneness
As we stand back to
Look upon the completion
Of our Christmas trees
Giggling from heady wine
And feelings shared
It’s Christmas [...]

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