Financial Documents You Should Keep on File
In your financial life, good organization will help you, your advisors and your heirs. You may use a file cabinet or a few storage boxes, but whatever you choose, here is what should go inside.
Get Ready to Jump Start the Tax Season
What should you gather up for your CPA now that tax season is here? And do you love gadgets? Say “happy birthday” to the toaster. Read about these, plus information on leasing vs buying a car, in our January newsletter.How Many Remote Controls Do You Have?
Have you bought a new TV lately? My family bought a snazzy new flat screen TV with high definition and at least 5 remote controls. I’m not kidding about the 5 remote controls. It’s stunning!
February Economic Update
Assumptions of a global slowdown sent stocks further down in January. The blue chips and the small caps both fell more than 3% on the month. Housing indicators were mixed, and the latest data on consumer spending, inflation and retail sales raised some questions. If institutional investors had felt as confident as American households last month, stocks might have performed better. Read more in our February economic update.