The Eight Biggest Mistakes Investors Make

06
Feb
06 Feb 2015 In Investments & Opportunity, Financial Literacy/Wealth Tips Comments Off on The Eight Biggest Mistakes Investors Make

Though the financial panic of 2008 is now behind us, many investors may still worry the economic turmoil of the last recession lingers. With uncertainty in the financial markets, you may wonder how you’ll keep your own portfolio on track to meet your financial goals. Successful investing requires more then just selecting the right stocks


WORTH magazine-Tony Robbins – Financial Guru

26
Jan
26 Jan 2015 In Investments & Opportunity, Financial Literacy/Wealth Tips, Assets, GLOBAL ECONOMIES Comments Off on WORTH magazine-Tony Robbins – Financial Guru

CLICK HERE: http://www.worth.com/index.php/component/content/article/4-live/7096-financial-guru


Taxes on currency exchange

26
Jan
26 Jan 2015 In Financial Literacy/Wealth Tips Comments Off on Taxes on currency exchange

Do a search on this subject and you’ll find it’s been covered a gazillion times with lots of answers. Here’s the skinny as I researched it:  There are three places in the tax code that mention foreign currency. Regards taxation on businesses that do imports and exports Deals with taxing the currency trader The one


5 Things That Millionaires Do Consistently

25
Jan
25 Jan 2015 In Financial Literacy/Wealth Tips Comments Off on 5 Things That Millionaires Do Consistently

All of us know that money can’t buy happiness, yet money still is helpful. Money provides you the capability of continuing to do what you enjoy. The work you’re doing on a day-to-day basis ought to be what you enjoy doing. In order to have the ability to continually do what you enjoy, you must have


The Youngest Billionaires On The Forbes 400: 11 Under 40

12
Jan
12 Jan 2015 In Financial Literacy/Wealth Tips, KIDS KORNER Comments Off on The Youngest Billionaires On The Forbes 400: 11 Under 40

Each year, Forbes crunches the net worth of every American billionaire to see who will make the exclusive Forbes 400 list. But 11 members of this club are luckier than the rest: they are in good health, have full heads of hair and many, many years to spend their fortunes. This year there are 11


Gift Tax & Lifetime one-time gifting limits for 2015

12
Jan
12 Jan 2015 In Financial Literacy/Wealth Tips Comments Off on Gift Tax & Lifetime one-time gifting limits for 2015

http://www.forbes.com/sites/ashleaebeling/2014/10/30/irs-announces-2015-estate-and-gift-tax-limits/ The Internal Revenue Service announced the 2015 estate and gift tax limits today, and the federal estate tax exemption rises to $5.43 million per person, and the annual gift exclusion amount stays at $14,000. These numbers, adjusted annually for inflation, matter to wealthy folks who are trying to whittle down their estates by making gifts to


Money Mondays: Getting The Right Financial Start To The New Year

12
Jan
12 Jan 2015 In Financial Literacy/Wealth Tips Comments Off on Money Mondays: Getting The Right Financial Start To The New Year

PLAY AUDIO Mellody is President of Ariel Investments, a Chicago-based money management firm that serves individual investors and retirement plans through its no-load mutual funds and separate accounts. Additionally, she is a regular financial contributor and analyst for CBS News. TOM: Happy New Year, Mellody! MELLODY:  Same to you, Tom! TOM: This morning you are going


This Powerful, Hidden Force Could Make You a Millionaire

04
Jan
04 Jan 2015 In Financial Literacy/Wealth Tips Comments Off on This Powerful, Hidden Force Could Make You a Millionaire

By Brian Hunt, Editor in Chief, Stansberry Research Friday, January 2, 2015     If you’re interested in becoming wealthy, one obvious thing you must do is save money. It’s one of the basics of wealth building… and you’ve probably heard all about it. ~~~ But what you probably haven’t heard about is the powerful,


The Cool Kids Guide to Banking and Finance

12
Dec
12 Dec 2014 In Financial Literacy/Wealth Tips, KIDS KORNER Comments Off on The Cool Kids Guide to Banking and Finance

Have millennials sworn off banking — or are banks just particularly lousy at engaging with this tech-savvy, recession-burned group? A bunch of recent reports make it look like the former: In a survey earlier this year, the Washington-based FINRA Financial Investor Education Foundation found that about 12% of millennials say they don’t use the banking system,


BANKING RESEARCH: COMPILATION OF BANKS, RESEARCH AND STRATEGY MAKERS

06
Dec
06 Dec 2014 In Investments & Opportunity, Tech & Protect, Financial Literacy/Wealth Tips, UNITED STATES Comments Off on BANKING RESEARCH: COMPILATION OF BANKS, RESEARCH AND STRATEGY MAKERS

THIS IS A GREAT FREE TOOL TO SEARCH AND RESEARCH BANKS AND CREDIT UNIONS. SEARCH BY NAME, STATE, RANKING OR ZIP. THE MEMO IS MORE VALUABLE THAN THE STATEMENT WHEN LOOKING AT FINANCIALS. http://www.bankrate.com/rates/safe-sound/bank-ratings-search.aspx 6 WAYS TO INSURE EXCESS DEPOSITS http://www.bankrate.com/finance/savings/6-ways-to-insure-excess-deposits.aspx CDARS  http://www.cdars.com/default.aspx WORLD’S 50 SAFEST BANKS http://www.gfmag.com/tools/best-banks/12326-worlds-50-safest-banks-april-2013.html#axzz2OpYaCjRj PRIVATE BANKING AND WEALTH MANAGEMENT LINKS wells/abbot https://www.abbotdowning.com/ tdbank http://www.tdbank.com/investments/private-client-group/private-client-group.html chase https://www.chase.com/online/private_client/banking-investments.htm 5/3rd https://www.53.com/private-bank/ ascent http://ascent.usbank.com/index and  http://ascent.usbank.com/services/private-banking suntrust https://www.suntrust.com/WealthManagement/AboutWealthManagement/OurApproach RBC https://www.rbcwm-usa.com/cid-274755.html