THE WEALTH STRATEGIST
June 26, 2007  Volume 2 | issue 9
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Choosing the Right Mortgage for You

Steven T. Merkel, CFP®, ChFC

The choices today for mortgage loans are astounding, so whether you need a mortgage loan as a first-time home buyer, to refinance an existing mortgage, or for whatever reason- it helps to get a basic understanding of the various mortgage loan type...

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Federal Tax Extensions- Penalties & Interest

Barbara A. Reilly, CPA, CSA

While most U.S. federal taxpayers have good intentions of filing their returns by the standard due date, the reality is that sometimes time is not on our side.  Different tax rates apply to capital gains, dividends, and other investment incom...

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Financial Planning Series- Part III

Ruth L. Forehand, CFP®

In my two previous articles, I discussed the importance of understanding your cash flow needs and then taking the minimal amount of risk you really need to take in your investment portfolio to meet your goals.  Most people want to end their p...

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