Archive for the ‘financial records’ Category
Tuesday, December 16th, 2008
Longtime Wall Street investor Bernard Madoff confessed last week to running a years-long Ponzi scheme that’s believed to have swindled up to $50 billion in investments from more than thirty high profile individuals and organizations. The New York City based Madoff first told his children that he was deeply involved ...
Posted in finances, financial fraud, financial records, investments, money | 2 Comments »
Monday, March 17th, 2008
It's no suprise that identity theft is a growing problem that causes billions of dollars of financial losses each year. By now, most of us are aware of "phishing" schemes and credit card "skimmers" and the common methods used by identity thieves. Unfortunately, identity thieves are working faster than most consumers, ...
Posted in financial records, identity theft | 1 Comment »
Thursday, February 7th, 2008
It seems like 2 months is a long time but the tax deadline will be here before we are ready! By now, tax documentation from a variety of sources should be filling mailboxes across the country. Some taxpayers may already have all the information they need to get busy filling out ...
Posted in financial records, taxes | No Comments »
Tuesday, February 5th, 2008
Without question, a written budget is one of the most useful tools available for managing healthy finances. Creating a budget is a process, however, that demands patience and flexibility. Budgets are extremely personal and unique documents. Their creation and management is only effective when they contain accurate information about the ...
Posted in budgeting, finances, financial records, money | No Comments »
Monday, January 21st, 2008
If someone put an actual "price tag" on you, what would it read? In other words, how much, in dollars and cents, are you actually worth? If you don't know the answer to that question, there is a way you can find out. A "personal balance sheet" is a financial ...
Posted in finances, financial records, money | No Comments »
Thursday, December 27th, 2007
Picture this...It's bright and early on Christmas morning. Santa has left bright, shining new bikes with matching coordinated helmets for the children. The Christmas tree lights are glowing and soft, holiday music is playing in the background. (It really could be a scene from a movie!) As the excited children ...
Posted in finances, financial records, gifts, money | No Comments »
Monday, December 17th, 2007
Living on a budget is not nearly as difficult at the beginning and end of the month as it is in the middle. The days between the 10th and the 20th can be the most challenging for maintaining focus and discipline toward financial goals. These 5 strategies will help you stay motivated during the middle ...
Posted in budgeting, finances, financial records, money, money management | 1 Comment »
Thursday, October 25th, 2007
Where money is concerned, there are lots of areas that affect your finances that you cannot control - the stock market, interest rates, real estate values, etc. Likewise, it is easy to make mistakes with your money and trying to manage it successfully. No matter what your income, financial circumstances ...
Posted in budgeting, finances, financial records, money | No Comments »
Monday, October 15th, 2007
Identity theft is a serious problem. Over 10 million Americans have already been victimized by this crime and there is the potential for millions more to fall victim to it. The terms and concepts listed below will help you become aware of some of the main components of this growing problem.
Posted in finances, financial records, money, money management | No Comments »
Monday, September 24th, 2007
It seems that more and more people are talking about their financial planners these days. At times, it feels like not having a financial planner means that you are not serious about money or that you are just not serious about doing smart things with your money.
I don't buy ...
Posted in finances, financial records, money, money management | 2 Comments »