Charleston Financial Blog

Are You Overlooking Tax Deductions?

Posted by Diane H. Blackwelder, CFP on 22 February 2010

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Missing a tax deduction or credit you are entitled to can cost you.  Here is a list of a few tax deductions you could easily overlook:

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5 Before 11

Posted by Bill Prewitt, CFP on 17 February 2010

Here is a powerful productivity tip that is worth passing on: "5 Before 11".  The idea is to focus your day early on completing or moving a few things forward that matter most.  What are goals that you want to accomplish in the next 90 days?  What do you need to complete in the next month?  What are the high value activities you should be doing?

Before you quit work, write down 5 activities to focus on before 11 AM the next day. The act of writing them down will play in your subconscious mind overnight.  Having a mid-morning deadline focuses your mind when you start your day.  You will find that you have more momentum during the entire day with this simple tip.

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2010 - Estate Tax is Unfixed

Posted by William C. Prewitt, M.S. CFP on 8 February 2010

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Congress in its wisdom, radically altered the estate tax at the dawning of the new millennium.  Far into the future, the tax would be repealed in the year 2010 with zero estate taxes. Many believed congress would enact new legislation long before the 2010 repeal.  But alas, the year has turned, and the law still stands.  For the first time since 1916, Americans can contemplate dying without facing an estate tax.  But the story doesn't end there; in 2011, the law will sunset to the 2001 estate tax levels. 

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Are You Spending A Bundle?

Posted by Diane H. Blackwelder on 2 February 2010

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How does your spending stack up to your neighbors? Do you shell out more each month eating out? Do you give more to charity? A nifty website - Bundle.com - allows you to compare your spending with folks in your area and compare it to other cities across the country.

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