Posts Tagged "financial advisor"

Fear, Loathing, and Promises on Tax Day

Apr 18 2011

I know what a vast majority of you are doing today:  You’ve gotten over your fear that your accountant has forgotten you. …

How to Take Advantage of Tax Time Document Gathering

Apr 11 2011

There are three good things that come out of tax time:  (1) it officially ends the previous year, so onward and upward;…

Owning a Home Becoming Cheaper Than Renting

Mar 21 2011

Or, perhaps better said, being a landlord is becoming more profitable.  A Deutsche Bank study recently released shows that renting a home…

Navigating the Waters of Long-term Care Insurance

Mar 14 2011

I’m almost afraid to take on this one, but here goes. I’m in the process of deciding on long-term care for my…

Volatility Threatens Your Business and Your Portfolio

Mar 08 2011

Many of the business owners I have been working with tell a similar story over the last four to five years:  Business…

Brokers Brace for Another Round of Mortgage Compliance

Feb 22 2011

Lanning Financial continues to offer mortgage services for our clients.  Really for the first time, I’m starting to wonder for how long. …

Lanning on 2011 Mortgage Rates: Higher But Still Good

Feb 07 2011

Okay, I’ll throw my hat into the contest ring of “Where will mortgage interest rates be this year?”  My answer is “higher…

Your Company’s 401(k) Is Not As Great As You Think

Jan 31 2011

I’m reading a book called The Better Money Method, which tells the story of how to create tax-free income in retirement.  It’s…

Diversify the Tax Impact of Your Retirement Income

Jan 24 2011

There’s an industry rag I read weekly called Investment News.  Recently the “Retirement Watch” column reminded planners not to overlook tax efficiency…

Predicting the Future Is Easy

Jan 17 2011

‘Tis the season of predictions for the new year.  From where the S&P will end up to who will win an Oscar,…

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