Archive | May, 2011

Managing Debt and Credit

Managing Debt and Credit Key Points Installment Debt Revolving Credit Using Credit Wisely Eliminating Credit Card Debt The Role of Debt Points to Remember Credit was once defined as “Man’s Confidence in Man.” But in fact, the definition of credit today is more like “Man’s Confidence in Himself.” Using credit today means you have confidence […]

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The Role of Insurance in Your Financial Plan

The Role of Insurance in Your Financial Plan Key Points What Are Your Insurance Needs? Auto Insurance Homeowner’s Insurance How Much Coverage Do You Need? Liability Insurance Life Insurance Helpful Resources Disability Income Insurance Health Insurance Long-Term Care Insurance Points to Remember Insurance is an important element of any sound financial plan. Different types of […]

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2012 HSA Limits Announced

2012 HSA limits announced by Jim Gilbert on May 16, 2011 For calendar year 2012, the annual limitation on deductions under § 223(b)(2)(A) for an individual with self-only coverage under a high deductible health plan is $3,100. For calendar year 2012, the annual limitation on deductions under § 223(b)(2)(B) for an individual with family coverage under […]

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Maria Bartiromo’s Investor Brief – May 15 – 2011

Link to website and video http://mariaswallstreet.cnbc.com/video/InvestorBrief/2011/05/16/?sid=LR4186&cp=CNAB&ct=20110516&cc=eletter&en=3978699 Last month’s existing home sales report showed a 3.7% increase in March. That was short of expectations but at least moving in the right direction. Home affordability remains near its all-time high, but tepid job growth, hesitant buyers and credit constraints continue to weigh on the sector. We’ll get […]

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