(Associated Press/NerdWallet 4/14/2017)
Finding the cash to pay a larger-than-expected tax bill can be tricky, but tax pros say there are ways to deal with the surprise without having to pawn the family heirlooms.
(NerdWallet (syndicated) 2/2/2017)
Tax preparers do a big chunk of America’s tax returns — more than 80 million a year, according to the IRS — but if you’re nervous about handing confidential information to someone in a largely unregulated field, you’re not alone. Here are some tips to help you find a good tax preparer and reduce the risk of expensive errors and exposing your finances.
(USA Today/NerdWallet 4/11/2016)
As the tax clock counts down, people may hope to delay the inevitable by filing for an extension. But an extension may not get you as much breathing room as you might like. Here’s why.
(USA Today/NerdWallet 3/13/2016)
A whopping 95% of married couples file taxes jointly, and for good reason: It’s almost always cheaper than filing separately. But what about the other 5% of the time? Here are a few cases where splitting up those returns might make more sense.
(USA Today/NerdWallet 2/19/2016)
Millennials may be marked by their confidence, but a new survey by NerdWallet and Harris Poll reveals one thing they aren’t so sure about: filing taxes.
(USA Today/NerdWallet 5/1/2016)
It doesn’t take the Panama Papers to expose tax cheats — plenty of people report questionable tax behavior to the IRS every year. Here’s what you need to know if you want to report a possible tax crook and perhaps get a reward.
(Credit Union Times 6/10/2015)
Doling out financial advice at credit unions could soon look a lot different if controversial new rules proposed in April by the Department of Labor take effect.
(Consumers Digest 11/1/2012)
The "Your Money" section of the November-December issue of Consumers Digest. The section includes 10 articles on a variety of personal finance topics, including an interview with celebrity chef Joe Bastianich.
(DocStoc.com 2/3/2014)
Companies dread poor web design because it reduces the amount of time and money customers spend on their sites. The underlying problem is oftentimes poor UI and UX design. If your company is an offender, watch out. Here's what you need to know.
(Credit Union Times 10/21/2015)
Credit unions may find themselves in court more often if the CFPB acts on its proposed ban on class action waivers in arbitration clauses - a change some industry experts said could inflate compliance costs and eliminate products and services.
(Consumers Digest 1/1/2014)
The "Your Money" section of the January-February issue of Consumers Digest. The section includes 10 articles on a variety of personal finance topics, including an interview with EXTRA host Maria Menounos.
(NerdWallet 8/17/2016)
Many of the country’s best athletes have given the United States big wins at this year’s Olympics, and the United States is going to give them something right back: a tax bill.
(Advisor Today magazine 2/1/2010)
With consumers sill worried about their finances, it is not easy to get them to buy yet another insurance policy. Read this article to find out what some advisors are doing to sell lots of supplemental insurance to their prospects and clients.
(CreditDonkey.com 1/22/2014)
Start on the wrong foot, in an area where the jobs are scarce and the pay is pathetic, and you could end up on a one-way path to being in debt forever. To avoid such a plight, we've gathered a list of U.S. cities that show the most promise for young couples getting started.
(InvestingAnswers.com 8/15/2013)
Whether you're planning to retire or you're already there, missing deadlines will cost you. Use this checklist to avoid disaster.
(CreditDonkey.com 2/17/2014)
Life changes with the times, and it's in major metropolitan areas that real change becomes evident. With this in mind, CreditDonkey.com wanted to find out where we can see the future happening now by looking for cities that are embracing change the most. Where are the cities of the future?
(StreetAuthority.com 9/25/2005)
A discussion of FFO excerpted from Street Authority's Investor Update newsletter. StreetAuthority.com is a research-intensive financial publishing firm offering a variety of subscribers-only newsletters. I've written dozens of similar pieces for them. Click on section eleven or scroll down.
(Time to Market magazine 3/15/2009)
An interview with Umpqua Bank CEO Ray Davis. How Umpqua Bank used modern design to embrace one of banking's most cherished, old-fashioned strategies: The face-to-face relationship.
(Consumers Digest 7/1/2012)
The "Your Money" section of the July-August issue of Consumers Digest. The section includes 10 articles on a variety of personal finance topics.
(Consumers Digest 11/1/2013)
The "Your Money" section of the March-April issue of Consumers Digest. The section includes 10 articles on a variety of personal finance topics, including an interview with HGTV's Carter Oosterhouse.
(PC World 3/5/2008)
A review of H&R Block's latest online tax-prep site.
(Consumers Digest 5/1/2014)
The "Your Money" section of the May-June issue of Consumers Digest. The section includes 10 articles on a variety of personal finance topics.
(Consumers Digest 9/1/2013)
The "Your Money" section of the March-April issue of Consumers Digest. The section includes 10 articles on a variety of personal finance topics, including an interview with Rachel Fox of Desperate Housewives.
(InvestingAnswers.com/MSN Money 5/7/2013)
Here's what you have to know before you buy yourself the gift that keeps on giving.
(Consumers Digest 5/1/2013)
The "Your Money" section of the May-June issue of Consumers Digest. The section includes 10 articles on a variety of personal finance topics, including an interview with NFL star Kurt Warner.
(Kansas Woman magazine 2/2/2007)
An analysis of how pocketbook stress affects your marriage, your parenting, and your productivity.
(PC World, Macworld 2/7/2008)
A review of five prominent online tax-prep sites for 2008. TurboTax stands out with more features and the best site design, but TaxAct is the best value.
Also found at http://www.macworld.com/article/132273/2008/02/taxprep_online.html
(Advisor Today 9/1/2013)
In our search for successful NAIFA members under 40, we discovered these four advisors whose dedication to serving their clients has enriched their personal and professional lives. This is a profile of Joseph Tavernite, one of those four.
(InvestingAnswers.com 7/24/2013)
Cities typically don't have a lot of coin lying around for projects, so they often turn to munis, and you can benefit. Here's how.
(Advisor Today 5/1/2012)
People often overlook the need for disability insurance. They think their medical coverage, their life insurance, or their savings can cover the loss of income that often comes when they have to leave work due to injury. They're dead wrong. Here's how to get clients to see the light.
(Advisor Today 1/15/2009)
Yes, we are experiencing an economic downturn, but this has not prevented some producers from thriving. Find out what three of them are doing to successfully promote their services and reach hundreds of highly qualified prospects.
(InvestingAnswers.com 5/21/2013)
Not all stocks are created equal. Here's your guide to five of the most common types of stocks.
(InvestingAnswers.com 8/5/2013)
Many companies entice new employees -- and current ones -- with these offers. Here's what you need to know.
(InvestingAnswers.com 9/11/2013)
It isn't all about supply and demand. We'll show you how it really works.
(Credit Union Times 5/21/2015)
Target's $19 million proposed settlement with MasterCard failed to receive the required 90% participation rate from issuers, meaning the settlement will not happen, according to an announcement from MasterCard and one of the attorneys representing five card issuers fighting the settlement.
(CreditDonkey.com 1/27/2014)
Given the vast variety in economic conditions and demographics in this Land of Opportunity, we wanted to nail down the best states for entrepreneurs. Here's our list of the 10 best.
(Advisor Today 12/4/2007)
You could be headed down a dead-end street with your prospect or client and not even know it's happening. The next best thing to becoming a mind-reader is to know the six things they are probably thinking, but don't know how to tell you.
(ABA Banking Journal 6/26/2015)
With almost three-fourths of Americans now saying their relationships with banks are primarily transactional, according to Accenture, having the right mobile offering isn't just trendy--it's a survival strategy. Here's what four experts say banks should do to stay relevant in mobile.
(Advisor Today 8/1/2010)
In time for Life Insurance Awareness Month, this article reviews how customers and producers look at life insurance these days, as well as how some producers sell the product more effectively.
(PC World 2/4/2009)
Reviews of the five major online tax-prep sites. TurboTax edges out the competition, but only by a hair. URL leads to five clips in one:
http://www.pcworld.com/reviews/product/44129/review/turbotax_premier_2009.html
http://www.pcworld.com/reviews/product/44113/review/taxact_ultimate_2009.html
http://www.pcworld.com/reviews/product/44121/review/taxcut_premium_2009.html
http://www.pcworld.com/reviews/product/44130/review/completetax_premium_2009.html
http://www.pcworld.com/reviews/product/44111/review/taxbrain_1040_premium_2009.html
(New Mexico Business Weekly 11/30/2012)
New Mexico often appears on national lists of "best places to retire," but for more and more workers in the Land of Enchantment, the days of heading home at 65 and playing golf all day are gone. These days, "retirement" often means moving from a full-time job to a second career.
(CreditCardGuide.com 4/9/2014)
Using a fingerprint as an "I was here" message is what Houston startup Epic One plans to capitalize on when it launches its line of credit cards. The cards contain fingerprint readers and microprocessors that create a dual-authentication process, which lowers the chances of fraudulent use.
(CreditCardGuide.com 5/22/2014)
In February 2014, Capital One purchased a stake in ClearXchange, which is a network formed in 2011 by Bank of America, JPMorgan Chase and Wells Fargo. The network allows people to send money to each other without having to establish accounts outside of their primary banks.
(PC World 4/14/2008)
This program offers a great escape from your homemade accounting system, but the software's simplicity and limitations make it easy to outgrow.
(Consumers Digest 7/1/2013)
The "Your Money" section of the July-August issue of Consumers Digest. The section includes 10 articles on a variety of personal finance topics, including an interview with Melissa Rivers.
(Advisor Today 5/1/2011)
The two producers profi led in this article are honing the skills required to sell in today’s difficult business climate: willingness to adapt, ability to meet their clients’ ever-changing needs, a “can-do”
attitude and a healthy dose of optimism.
(Advisor Today 9/1/2012)
In our search for successful NAIFA members under 40, we discovered these four advisors whose dedication to serving their clients has enriched their personal and professional lives. This is a profile of Ronco Johnson, one of those four.
(USA Today/NerdWallet 2/19/2016)
Millennials may be marked by their confidence, but a new survey by NerdWallet and Harris Poll reveals one thing they aren’t so sure about: filing taxes.
(USA Today/NerdWallet 4/4/2016)
About 43% of men and 36% of women ages 18 to 34 still live with parents or relatives, according to the Pew Research Center, but experts say there are a few things parents can do at tax time to help offset the costs of letting those adult children stay in the nest. As with parenting, though, it can be a tricky endeavor.
(USA Today/NerdWallet 4/16/2016)
There are few things worse than spending hours preparing your tax return only to discover that identity thieves have already snatched your refund. If thieves come after your tax return, experts say there are a few steps you’ll need to take to deal with the damage.
(InvestingAnswers.com 9/5/2013)
As with most things, cheapest almost never means best when it comes to financial planners. Here's how to make sure that your costs don't get too high.
(InvestingAnswers.com 2/29/2012)
The U.S. Treasury hopes new legislation could collect $8 billion in taxes from offshore accounts. Find out what that means for you.
(Consumers Digest 3/1/2013)
The "Your Money" section of the March-April issue of Consumers Digest. The section includes 10 articles on a variety of personal finance topics, including interviews with Mark Cuban and Today Show financial editor Jean Chatzky.
(InvestingAnswers.com 6/11/2013)
Everyone claims to know where you should put your retirement money. Sort through all the noise by checking out these five plans.
(Advisor Today 4/1/2009)
As you look for ways to improve your practice in this era of doing more with less, don’t overlook the relationship with your broker-dealer. The products and services your broker-dealer offers may go a long way in helping you enhance your client services—and stay ahead in today’s challenging marketplace.
(NerdWallet (syndicated) 1/28/2017)
Last summer, Cindy Hockenberry decided she’d had it with threatening phone calls claiming she was behind on her taxes.
“One day — I’m not kidding you — I got called three times,” she said.