American consumers refinanced more than $2 trillion in mortgage loans in 2003 to lower their monthly payments, tap their home …
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Mortgage Refinancing Tips
Tag Archives: Personal Finance
Recent Valuation Cases Involving FLPs Bring Mixed Results
In recent years, the Internal Revenue Service has attacked the use of pass-through entities, such as family limited partnerships (FLPs) …
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Winning Strategies for Annuity Losses
Stuck with an annuity worth 50% of your original investment? Surrendering or exchanging a portion of the annuity may help …
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Hard Assets For Soft Economic Times
After another tumultuous year for investors, the benefits of diversification and asset allocation have never been clearer. Last year was …
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Flypaper: Schwab’s Sweet Deal For Advisors
The following is excerpted from a column that appeared in Financial Advisor, a trade magazine, this summer. The author is …
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Choosing a Section 529 College Savings Plan
A Section 529 plan is a good way to leverage the money you save for your child’s education, but consider …
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College Savings Plans Make the Grade
Although the birth of a child may give you joy and excitement, it also raises the inevitable question of the …
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Planning Can Reduce Mutual Fund Tax Bite
It’s almost time for mutual funds to begin making their annual taxable gain distributions — and the perfect time to …
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Estate Tax Debate Pits Reform Against Repeal
With the tax-cut contest finally underway in earnest, some of the key players are trying to influence the game while …
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Should Americans Still Invest Overseas?
History teaches us that even mighty nations fall. A century ago, “The sun never set on the British Empire.” Not …
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