Category Archive for: ‘Financial Planning’

  • IRS Scanner Ftr Img 1

    IRS Scammers

    IRS SCAMMERS By Nirali Chokshi, CPA *Ring Ring* You: Hello? Pretend IRS: Yes, this is the IRS. You have $5,000 due for your 2014 taxes. Either pay by end of business day or I’ll have the cops arrest you. You: Get lost. That is what …

    Read More
  • Financial Ftr Img

    Numbers for Financial Success

    Numbers for Financial Success To achieve success in life, you must set your goal. This is also true for financial success. Here, we are presenting expert-recommended financial targets that will help you to achieve financial success what you are looking for. The Share of Your …

    Read More
  • How To Prepare Ftr Img

    How to Prepare Financially for a Longer Life

    How to Prepare Financially for a Longer Life Provided By: Anjanee Mahabir, Northwestern Mutual If you ask people, many of them will tell you that they are not afraid of dying so much as they may be afraid of outliving your resources. No one looks …

    Read More
  • Misconception Ftr Img

    Misconception about Itemized Deductions/Schedule

    Misconception about Itemized Deductions/Schedule A on your Tax Return “Sure, you can deduct that on your tax return.” How many times have you heard that statement before? But can you really? As taxes are a hot topic in the news and your social gatherings, I …

    Read More
  • Wealth3

    The Seven Enemies of Wealth

    The Seven Enemies of Wealth By Bimal Shah, CLU, CHFC, CASL The Seven Enemies of Wealth are Enemies that can take any, all, or some of your wealth much faster than you can imagine. Enemy 1: Lack of Planning & Discipline Lack of a Systematic …

    Read More
  • Talking About Money Before & After You Marry

    Talking About Money Before & After You Marry

    Talking About Money Before & After You Marry No money secrets should stand between the two of you as you wed. Provided by Rajesh Jyotishi No married couple should suffer from financial infidelity. If you hide debt, income or assets from your spouse, it can …

    Read More
  • Mukesh Ambani Ftr Img

    Prominent Indians and Indian Americans

    Prominent Indians and Indian Americans Forbes 400 Richest People In the World 2016 Forbes magazine 2016 list of 400 Richest People in the World features several   successful Indians and Indian Americans across industries. In this issue, we provide a glimpse into these entrepreneurial and inspiring …

    Read More
  • Tax Ftr Img

    2016 Financial Year in Review

    2017 is here, and many of us are in the midst of tax prep. Tax returns for 2016 are due on or before April 15, 2017 or October 15, 2017 (if timely extended). Here is your quick reference guide for the preparation of 2016 tax …

    Read More
  • Accounting Ftr Img

    Getting back to basics: Why a financial game plan is so important.

    Getting back to basics: Why a financial game plan is so important. Many of us are familiar with the expression, “failing to plan is planning to fail.” As an Agent with New York Life, I can assure you that—when it comes to financial goals and …

    Read More
  • ARE YOU READY - TIPS FOR SMALL BUSINESS HONOUR

    ARE YOU READY – TIPS FOR SMALL BUSINESS HONOUR

    The news is filled with stories about a credit crunch and slowing economy. Some banks have put business lending on hold, and some businesses are having trouble getting the funds they need either to operate or to expand. “Not us,” explains Mukesh Mike” Patel, chairman …

    Read More
Page 4 of 6« First...«23456»