Financial Planning

Big Tax Losses in 2008? Consider a Roth Conversion

Posted on: December 2nd, 2008
Self-employed persons or small business owners such as home builders with big tax losses for the year should consider converting their traditional IRAs to Roth IRAs this year to "soak up" some or all of the loss....

Warren Buffet – Now’s the Time to Buy American Stocks

Posted on: October 20th, 2008
Words of wisdom from a sage investor on the NY Times Website. It is also important not to use the poor economy as an excuse to neglect protecting what you have by doing sound estate planning. ...

IRS Announces Pension Plan Limits for 2009

Posted on: October 17th, 2008
IR-2008-118, Oct. 16, 2008 WASHINGTON — The Internal Revenue Service today announced cost‑of‑living adjustments applicable to dollar limitations for pension plans and other items for tax year 2009....

FDIC Insurance Coverage for Trust Accounts

Posted on: July 16th, 2008
With the recent failure of IndyMac Bank and even large banks like Wachovia reporting astounding losses, some folks are becoming increasingly concerned about the safety of their money. ...

BB&T Wealth Management Ranked #1

Posted on: July 14th, 2008
North Carolina’s own BB&T Wealth Management was rated as the most prestigious regional bank wealth manager by high net-worth consumers, according to the 2008 Luxury Brand Status Index survey. ...

How to Organize Your Financial and Legal Affairs

Posted on: June 2nd, 2008
I recently came across a publication entitled If Something Should Happen – How to Organize Your Financial and Legal Affairs. ...
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