Money and You
Investing (2)
Spring Cleaning Your Portfolio
Heidi Clute: May 5, 2011
As you spruce up your house and garden this spring, don't forget that your investments may have gotten a little dusty too. Taking time to spruce up your personal finances can reap both immediate and long-term benefits. With summer right around the corner, you'll want to be outdoors. So in the interest of time, here is a quick checklist of things to...
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401K, Pension, IRAs: To Convert or Not to Convert?
Heidi Clute: January 10, 2010
Gaining a thorough understanding of all the options available for retirement saving and planning is no small task. Whether you’re considering moving your 401k, your pension savings, or converting to a Roth IRA; it is important to make sound decisions – today’s choices often determine your future retirement income. Converting a traditional Individual...
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Tax Benefits of Going Green with Your Business & Home
Heidi Clute: October 10, 2009
Going green is a smart choice both for the planet, and more than ever in these days of federal and state tax incentives, for your wallet. Here are a few of the many opportunities available. (As always, consult a qualified financial advisor and tax professional before making a major financial decision.)
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