Get Ready for 2012 with Tax and Financial Planning Now

Archive for December, 2011

Well, the hustle and bustle of the holiday season is just about over, and another year will begin anew. An occupational hazard of mine is always being months ahead, as finances and tax issues are so date-oriented. Needless to say, I am already well into tax-season mode. I thought this would be a good time […]

‘Tis the season when many market gurus and financial sites start to make market predictions for the upcoming new year. My prediction for those predictions: They will mostly (if not all) be wrong. What a surprise! It boggles my mind why the media remains interested in these tired, old stories. They make for good headlines […]

Year End Tax Tips

As you get ready for the holidays, the New Year and many football games, the last thing most of us will be thinking about is planning for their income taxes for 2011 and 2012. Yet finding some time to be proactive with your taxes this time of year can really provide huge financial benefits in […]

Morningstar made a big splash this week announcing a new fund rating service: Global Analyst Ratings. I believe it’s an attempt to improve upon their famous “Star” rating system they have been using to rate funds for more than two decades. Their “Star” rating system was revolutionary for Morningstar and also for the fund industry. […]

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