Your Children and their Personal Finance Skills
November 2012

By Chris MinasianIt’s that time of year--kids are back in school and have much to learn! We know this economy has greatly affected children and their beliefs about college, their future careers and how spending money affects them. Do you know the majority of teenagers… Continue reading

Planning for the Illinois Estate Tax
November 2009

Act Now!  Planning for the Illinois Estate Tax    With the American public focused on the issue of health care reform, and nursing their hangovers from riding the stock market roller coaster, it is unlikely that many people are losing sleep right now over the… Continue reading

Time-worthy tactics: Tax Loss Harvesting
September 2009

Time-worthy tactics: Tax Loss Harvesting September brings more than a new school year to mind; with 2010 right around the corner, it’s time to start thinking about tax loss harvesting again. The tactic, which involves selling securities at a loss, is one of the best… Continue reading

Convert your IRA to a Roth IRA
September 2009

Clients and friends, the Roth IRA may be one of the best deals in retirement planning. You need to take note of this and decide if you should convert your IRA to a Roth IRA. You can analyze the all the plusses and minuses, but… Continue reading

Tax loss harvesting, why you should do it before year end.
November 2008

A new study by Lipper, a Reuters company, shows that investors needlessly give up as much as 23% of returns to taxes.” Beverly Goodman, 8/26/02 So you have endured the pain of the market decline. Now is the time to position yourself to take… Continue reading