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Investors in their 20's and 30's saving for retirement should be concerned with one thing: Share Accumulation. Believe it or not when the market falls it's not necessarily a bad thing for a young investor who is making periodic contributions to either an IRA or 401k. When the share price of your mu...

On March 10, the Senate passed a bill carrying the "American Workers, State, and Business Relief Act" (AWSBRA). The Senate-passed bill will have to be reconciled with the version the House of Representatives passed on December 9, 2009 as the "Tax Extender Act of 2009". Although there are reconcili...

Here are a few items I noticed this morning on the wires: Contrary Indicators: US consumers apparently fought their way to the mall through snowstorms last month as retail sales rose, surprising analysts. At the same time, measurements of consumer confidence slipped, suggesting that people are sti...

There has been a lot of news surrounding Sirius XM these past few weeks, as they face a March 15th delisting deadline. Sirius XM has until Monday to satisfy a Nasdaq listing rule that requires a stock to maintain a minimum bid price of $1. Below is a list of 9 other stocks that are on the Nasdaq's l...

I have not personally seen any Toyotas zooming out of control, but the malfunctions, whatever their source, will ultimately be found and fixed, and it is unlikely that Toyota will suffer grievous financial harm over the long term. There is a reasonable argument that Toyota's stock is a worthy buy ju...

These days people tend to work longer, and they often do something else after they leave the job that they did for years. That is why the term "financial independence" may be more appropriate than "retirement". Achieving financial independence means that you don't have to work at your regular job...

I don't have a crystal ball, but I am smarter than the average bear (at least my daughter thinks so). The tax cuts implemented by the Bush administration are still in place during 2010. Taxpayers in the 10% and 15% tax brackets pay no capital gains tax. Taxpayers in the 25% through 35% tax bracket...

Learn valuable insights about tax deductions at Brighton Securities. Understand common taxpayer misconceptions on cash charitable contributions and medical expenses. Gain financial wisdom in Rochester, NY.

It is usually during this time of year we begin to receive calls from our tax clients inquiring about their tax refunds. Although we do not have access to that information, there is a proven starting point to find out information about your federal and state refunds. The IRS has a link on their w...

As I have blogged about in the past, the sooner you start saving for retirement, the more likely you will be able to live comfortably during it. Today I wanted to zero in on a type of retirement plan that can make your life a little easier down the road: The ROTH IRA. A ROTH IRA is a type of retirem...