Financial Planning

Financial Planning

There are currently 6 blog entries related to this category.

How To Increase Your 2009 Mortgage Interest Tax Deduction

Tuesday, December 8th, 2009 at 11:51am. 644 Views, 0 Comments.

Mail your January 2009 mortgage payment in December 2008 to get an extra tax deductionFor many American homeowners, interest paid on a mortgage is tax-deductible in the year in which it was paid.

Knowing that, eligible homeowners can increase their 2009 tax deductions just by making their January 2010 mortgage payment before the end of the year.

By paying in 2009, the mortgage interest paid can be applied against 2009's itemized tax deductions even though the payment isn't technically due until 2010.

It can reduce your tax burden come Thursday, April 15, 2010.

And lest you think you're paying the mortgage "in advance", remember that mortgage interest is paid in arrears; a payment due January 1 accounts for interest that accumulated in December 2009 anyway. 

Tax planning is a complicated issue and not all homeowners qualify for mortgage interest…

Self Defense and First Time Home Buyer's Workshop a Success!

Wednesday, September 23rd, 2009 at 12:18pm. 492 Views, 0 Comments.

Yesterday's self-defense and first time home buyer's workshop attracted more that 200 people to UNMC's Durham Outpatient Center.

This program focused on two areas - off campus safety/self defense and the soon to expire first time home buyers federal tax credit. From 11:00 am to 12:30 pm local real estate, mortgage and financing professionals made a series of presentations about the $8,000 tax credit expiring November 30. Those looking to purchase their first home received up-to-date information and recommendations from the Real Estate With Honors panel of experts. Click here for the WOWT news story on this event. From 12:30 - 2:00 Master Mike Kassebaum, a sixth degree black belt and owner of ATA Krav Maga National Training Center, provided an safety…

Michael Jackson Left the Eccentricities Out of His Estate Plan

Wednesday, August 19th, 2009 at 3:35pm. 504 Views, 0 Comments.

Critics are calling Michael Jackson’s estate plan a hit. Much has been made of the King of Pop’s extravagant spending and lifestyle, which left him as much as $500 million in debt.* But when it comes to estate planning, Jackson’s moves were as smooth as his legendary moonwalk.   Read more

* InvestmentNews, July 13, 2009

Save Energy & Money. Going Green (and saving green) In An Apartment.

Thursday, July 23rd, 2009 at 5:11pm. 558 Views, 0 Comments.


During Hot Weather:


-Close Shades On Sunny Windows

-Run Air Conditioner Only On Hot Days

-Use Circulating Fans


During Cold Weather:


-Open Shades On Sunny Windows, Be Sure To Close Them At Night

-Use A Humidifier (cooler indoor temperatures are more comfortable with the proper amount of humidity- 40%-50%)

-If Applicable, Keep Damper Closed On Fireplace When Not Using

-Use Portable Electric Heaters


Year Round:


 -Repair Leaky Faucets (a dripping hot water faucet causes the hot water heater to continue running)

-Close Off Unused Rooms

-Don’t Overload Appliances, Such As Washing Machine Or Dishwasher (try to use drying racks or clotheslines when possible)

-Install CFL Bulbs Where Necessary

-Diligently Turn Off Lights

-Install A Programmable…

Get Your Retirement Reality Check

Thursday, July 9th, 2009 at 9:55am. 492 Views, 0 Comments.

Do you have any idea of how much you need to save for the retirement lifestyle you envision? If not, you’re like the majority of Americans who have never done the math. According to a retirement survey, only 47% of workers have tried to calculate how much money they will need for a comfortable retirement.*

Learn more*2008 Retirement Confidence Survey, Employee Benefit Research Institute 

Estate of Emergency?

Thursday, June 18th, 2009 at 11:39am. 794 Views, 0 Comments.

To help ensure that your estate is distributed according to your wishes, it’s important to have certain legal documents in place. A solid estate conservation strategy begins with these basic documents. To learn more click here Estate of Emergency? or call us at 558-6860.

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