Budgets with Personal Finance Software
There are free online tools you can use to track your spending habits and keep you in line with your budget.
First Financial Steps Part 4: Investing in IRA and Other Accounts
When investing in an IRA, you have limitless choices, unlike an employer-sponsored plan. We have some suggestions to get you started.
First Financial Steps Part 3: Investing in a Retirement Plan
We provide some guidance for the novice-investor on how to invest the money you’re saving.
First Financial Steps Part 2: Investing
The first place to start investing is your employer-sponsored retirement plan, but if you don’t have one or not eligible yet, there are other options.
Taking Your First Financial Steps
When you’re ready to take your first financial steps, do not rush into investing! You have three important steps you should tackle first.
Like-Kind Exchanges or 1031 Exchanges
A like-kind exchange, or 1031 exchange, is used to defer the capital gain on the exchange of business or investment property for the same kind of property.
Disability Insurance
Disability insurance is a key component to a stable financial foundation. Disability insurance ensures maintenance of lifestyle, and income, should an individual become unable to work.
Viatical Settlements
A viatical settlement is a risky investment that allows an investor to profit from a life insurance policy of a terminally ill policyholder.
Basics on Stock Symbols
All securities listed on either the New York Stock Exchange, the American Stock Exchange, or the NASDAQ system are identified by a unique stock symbol or ticker symbol. The stock ticker symbol appears on the “ticker tape” that scrolls across the bottom of most financial news programs whenever the stock is traded. A stock’s symbol also provides the investor with some basic information about the company.
Rental Income and Expenses
Owning an rental property comes with some tax implications, and not just the great “tax write-off” you’ve heard about.