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jeffrose / Submitted

The Uber Importance of Reviewing Your Beneficiary Designations

Don’t think reviewing your beneficiaries is a big deal? Let me share a quick story of why that is so important read more »
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How to Improve Your Financial Situation

Wouldn’t it be nice to have enough money to just do what ever you want and never have to worry about debt? read more »
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How Much Money Do I Have to Make to File a Tax Return?

Do you ever wonder if you really have to file a tax return? read more »
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Saying Goodbye to a Loved One: Average Funeral Costs and Expenses

The cost of the average funeral has dramatically increased in the last 25 years. However it’s an expense that we can’t avoid read more »
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How to Save When Planning Your Family Vacation

A family vacation doesn’t have to put you in the red. Here are the most important things to consider when estimating your vacation budget. And then [...] read more »
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Clariity Website Review: Online Financial Planning

Today I thought I’d do a quick review of the family and financial website called Clariity.com read more »
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Clariity Review: Gifting Financial Dreams to Your Family

Clariity.com is a site that promotes family finance in a fun and energetic manner that will allow you to spend your gift money with more conviction, [...] read more »
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Should You Use Inheritance to Pay off Debt

At the initial meeting, the question came up: should we use some of the inheritance money to pay off the debt? Now I am sure that this is not the fir[...] read more »
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What is investing?

The world of investing with its complex formulae, nomenclature and products can be intimating even to the most educated person. read more »
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How to File an Amended Tax Return

When one files an amended tax return it voids the previously filed return and becomes the new tax return. read more »
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Your Roster Number is Your Credit Score

When it comes to your financial life, your roster number is your credit score. A lot of people don't realize how important and how vital your credit[...] read more »
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Should You Rollover Your 401k Into an IRA?

Still not sure whether you should roll your old 401k into an IRA? Here's some more tips to consider. read more »
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How To File Your Taxes Electronically

The days of filing paper tax returns are quickly passing us by. In fact, every year more people file their taxes electronically and the IRS no longer[...] read more »
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What Happens When You File Your Tax Return Late

April 15 is looming right around the corner and we all know what that means- time to file your taxes. read more »
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7 IRA Changes That You Must Know for 2011

Changes for the IRA's of 2011. read more »
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