June 2009


Are Stocks Worth the risk?

Many investors are considering forgoing the risk of stocks (volatility or investment risk) and putting their money in “safer” investments such as T-Bills.

 

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Estate Planning for a Second Marriage


They say that love is lovelier the second time around. But for many individuals, remarriage later in life can create some unique estate planning issues.

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Going to Graduate School: Ways to Pay
Are you thinking about going to graduate school? Whether you want to advance in your current field or move your career in a new direction, graduate school might open doors for you. But it isn't cheap. Here are some suggestions on where to look for financial help.
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Ask the Experts: What tax credits are available for making homes more energy efficient?
To encourage energy savings, the American Recovery and Reinvestment Act of 2009 expanded the tax credits related to energy-efficient home improvements.
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Ask the Experts: I'm buying my first home, but I already own an investment property. Will I qualify for the first-time homebuyer's tax credit?
Even though you already own an investment property, you may be able to qualify for the first-time homebuyer's credit that was included in the American Recovery and Reinvestment Act of 2009.
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