Article Search Results
Tax Breaks for Qualified Charitable Distribution
Published: 03/15/2011 by Jaye Weiland in Investment, Finances, Taxes
Recent tax legislation extends qualified charitable distributions -- an IRA distribution paid directly to a charitable organization from IRAs -- through 2011, providing added benefits to both tax payers and charities.
Gold: To Be or Not to Be?
Published: 10/10/2010 by Dominick Paoloni in Investment, Finances, Taxes
As gold continues to hit new highs on a nominal basis, many clients inquire about buying gold as an investment. I explain to my clients that when considering investing in a rising asset class you should always look at the reason behind its accent to
Time to "Get Real" with Real Estate
Published: 02/09/2011 by Dominick Paoloni
What would it mean to your portfolio if we get another 20% decline in real estate? With $2.4 trillion in mortgages resetting over the next two years, anyone buying real estate should look critically at the potential upsets in the market.
Life Insurance: Increase Your Death Benefit and Lower Your Cost
Published: 03/22/2011 by Dominick Paoloni in Investment, Finances, Taxes
If you have a cash-value insurance policy, chances are you are able to increase your benefit or reduce your premiums at no cost. How?
How to Invest in a Rising Interest Rate Environment
Published: 02/18/2011 by Dominick Paoloni, CIMA in Investment, Finances, Taxes
Yields on bonds are at historic lows today, and interest rates have no where to go but up. The good news is that there are investments that have historically been able to hedge the risk of rising interest rates.




