FINANCIAL RESOURCES
Think The Subprime Debacle Is All About Housing? It Hurts Small Businesspeople Too.
If you're planning to go into business for yourself in the next year, you need to understand that
the subprime lending debacle might have a significant impact on your ability to borrow not only
for your business, but for your personal needs as well.
Subprime and Small Business
(PDF)
What You Can Do Before the Kiddie Tax Loophole Closes
Maneuvering around the kiddie tax has helped parents save for college educations for years. Changes to the tax might change your options.
Kiddie Tax Loophole Closing
(PDF)
How Your Personality Affects your Financial Decision-making
The recent volatility in the stock market has everyone a little jumpy - even folks who have
worked with a trusted financial planner for years. But if you've never worked with a planner
before, one of the first things he or she will do is make you fill out a risk analysis questionnaire.
Your Personality and Financial Risk Analysis
(PDF)
The Ins and Outs of Audits
The government has been focusing for awhile on the increasing number of self-employed
individuals. Even if you dodge the bullet for now, it's always smart to be vigilant against the
expensive and stressful possibility of a tax audit.
Ins and Outs of Audits
(PDF)
TIPS for 2007
Look forward to a profitable year in 2007. Use these tips to reduce your taxes, balance your portfolio, take advantage of the 529 College Savings account and look forward to a happy retirement with TAX FREE withdrawals from a Roth IRA.
Five Financial Tips for 2007
(PDF)
For Investors
The Financial Planning Association www.fpanet.org
CFA Institute www.cfainstitute.org
Morningstar Inc. www.morningstar.com
Hoovers - a D&B company www.hoovers.com/free
Wall Street Journal www.wsj.com
National Association of Insurance Commissioners www.naic.org
Tax Information
Internal Revenue Service www.irs.gov
National Association of Enrolled Agents www.naea.org
U.S. Savings Bond Calculator
www.publicdebt.treas.gov/sav/savcalc.htm
Build a better future
with
sound financial solutions
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