An Inheritor’s trust can solve many estate planning problems
Posted 4 weeks 1 day ago by Mark P. Cussen
Would you like to have a greater level of control over how your beneficiaries spend your assets once you're gone? Read on!
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About Mark P. Cussen
Be sure you qualify for the home-sale exclusion before you sell
Posted 4 weeks 1 day ago by Mark P. Cussen
A great many sellers are entitled to the home sale exclusion, but counting on it when you may not be eligible will provide unpleasant surprise come tax time.
Try Brokered CDs for Higher Rates
Posted 5 weeks 2 days ago by Mark P. Cussen
Tired of the low CD rates that traditional banks pay? Your broker or investment advisor may have an alternative
Rising bank fees are costing you-big time
Posted 5 weeks 3 days ago by Mark P. Cussen
Bank fees have increased substantially over the past several years. This article covers some of the ways that banks are charging their customers and how
Should Your Life Insurance Beneficiaries Be Revocable?
Posted 5 weeks 5 days ago by Mark P. Cussen
There are pros and cons to making the beneficiaries on your life insurance policy revocable. This article covers some of the ramifications that you should consider.
Bonded life settlements give policyholders new options
Posted 5 weeks 5 days ago by Mark P. Cussen
Bonded life settlements can be a win-win scenario for policyholders who wish to surrender their contracts. This article explains the basics of this type of transaction and the parties involved.
An Introduction to Unit Investment Trusts
Posted 15 weeks 4 days ago by Mark P. Cussen
Unit investment trusts can provide many of the same advantages as mutual funds, but with lower fees and greater tax efficiency. Find out how these instruments work and whether they could benefit you.
Beware of Taxable Social Security Income
Posted 15 weeks 4 days ago by Mark P. Cussen
Taxable Social Security income can be a nasty surprise if you're unprepared. Know the rules of Social Security taxation and take control of your tax bill.
Exchange-Traded Funds Provide a More Liquid Form of Diversification
Posted 15 weeks 5 days ago by Mark P. Cussen
If you like the diversification that mutual funds provide but want to be able to get in and out of them more quickly, then maybe you should try an exchange-traded fund. This article explains what they are and how they work.
Deduct Those Home Office Expenses
Posted 16 weeks 4 days ago by Mark P. Cussen
If you are self-employed or an employee working from home for your employer's convenience, then you can deduct at least a portion of your home office expenses. This article will cover the basic criteria that must be met in order to do this.
The Mechanics of Put and Call Features in Fixed-Income Securities
Posted 19 weeks 11 hours ago by Mark P. Cussen
This article will teach you how put and call features can affect your fixed income investments.
A Good Way to Generate Additional Revenue Inside Your IRA
Posted 19 weeks 1 day ago by Mark P. Cussen
Use this strategy to increase your overall yield in your IRA accounts
Use Losses and Unused Credits to Reduce or Eliminate the Tax on Your Roth IRA
Posted 19 weeks 6 days ago by Mark P. Cussen
Roth conversions are almost always a good idea, but some times are much better for conversion than others.
Invest Money In the Market Without Risking Your Principal
Posted 20 weeks 5 days ago by Mark P. Cussen
There are ways to get a foothold in the markets without risking your principal. This blog will explain the strategy that banks and insurance companies use to produce indexed annuities and CDs. You can use this strategy to achieve higher returns for yourself than can be achieved with commercial products.
Nail those year-end tax deductions!
Posted 21 weeks 10 hours ago by Mark P. Cussen
Don't forget to take advantage of these year-end strategies to reduce your taxes.
Skip That Rollover IRA
Posted 21 weeks 2 days ago by Mark P. Cussen
Now converting the balance from your employer's retirement plan into a Roth IRA is easier than ever.
The College Cost Reduction and Access Act of 2007 is Here
Posted 22 weeks 3 days ago by Mark P. Cussen
This new legislation provides relief in a number of areas for students and their parents struggling to pay for college. Find out how this Act can benefit you!
Tired of stocks and bonds? Try Oil and Gas
Posted 23 weeks 1 day ago by Mark P. Cussen
Oil and gas investments at the wellhead could keep you in the black for years to come.
Don't Become Overconcentrated In Your Company's Stock
Posted 23 weeks 1 day ago by Mark P. Cussen
If you, like millions of other Americans, have worked for a publicly traded company, chances are that at least a portion of your company retirement plan is invested in company stock. Over the years, the amount of stock in your plan has likely grown significantly. Of course, you do have other options you can diversify your plan into, but why should you? Your company’s stock is doing so well.
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