The Importance of Wills and Estate Planning Bring the Money Guy along in the car! Brian was quoted in last week’s Newsweek, check it out! . The Importance of Wills and Estate Planning Wills Help You With: *Funeral Arrangements *Disposing of your property *Names a guardian for your minor children *Names the executor or the […]Read More
While not great investments, cars are important purchases for most of us. Beyond how we feel driving them, they’re expensive to buy, own, and operate. Fortunately, smart buyers can get an edge by doing their homework, collecting the right data, and having a negotiating strategy. Being smart definitely pays off! 4 Steps to […]Read More
Homework/Additional Reading .Â . Financial Chaos Topic: Choosing a Financial Professional The US Securities Exchange Commission (SEC) says the best advice it can give you about how to invest wisely is Ask Questions. The following is a list of questions which are helpful in choosing a financial professional: SEC Questions: * How long has your […]Read More
&npsp; Few Young Workers Take Heed of Need to Start Saving Now Monday, March 6, 2006 from USATODAY.com by Sandra Block. Southern Discomfort: Troubles at Atlanta Hedge Fund Snare Doctors, Football Players. March 9, 2006 from The Wall Street Journal by Ian McDonald and Valerie Bauerlein. Unlucky Lottery Winners Who Lost Their Money March 9, 2006 […]Read More
February 27, 2006 Podcast from the Money Guy, J. Brian Preston, CPA, CFP®, PFS and Special Guest Co-host, Brandon Verner, CPA.
Articles of Interest “The 12 Biggest Money Mistakes.” Monday, February 13, 2006 from Yahoo! Finance by Suze Orman. “Trade With China: More Gain Than Pain for Americans.” Monday, February 20, 2006 from Yahoo! Finance by Ben Stein. Other Useful Links Salvation Army Valuation Guide Verner, Perling & Company, P.C. Consumer Reports Common Deductions That Too […]Read More
New and Exciting Update!! Next Financial Chaos Topic: Tax Preparation and Planning with special guest co-host Brandon Verner, CPA, a partner with Verner, Perling & Company, P.C. Articles of Interest: Money Guy in the Media “My Story: A One-Trick Pony Nearly Galloped Off With My Fortune.” from Kiplinger’s Mutual Funds 2006 by Robert Frick. Other […]Read More
Episode #1 of Money-Guy.com Podcast Articles of Interest: Why Big Insurers Are Staying Away From This Year’s Hot Investment Product from the December 14th, 2005 Wall Street Journal by Jonathan Clements Choosing a 529 College-Savings Plan: When It Makes Sense to Go Out of State from the January 4th, 2006 Wall Street Journal […]Read More