Archive for September, 2008

7 Tips on How to Use your Credit Card Effectively

Thursday, September 11th, 2008

Question: Everything seems to be costly these days — prices of basic commodities (especially gas) but my cash flow stays the same. To make ends meet, I am contemplating of using credit card but I’m nervous about reckless spending. I’ve fallen into the huge debt problem two years ago and ...

Choosing an Insurance Agent Part II

Wednesday, September 10th, 2008

This is a continuation on tips when choosing an insurance agent. In the previous article, I discussed about selecting insurance agents selling Life Insurance, now I will discuss the rest. Health and disability insurance. Many of the same agents who sell life insurance offer health and disability policies.  So the first two ...

Five Tips in Finding a Scrupulous Insurance Agent:

Monday, September 8th, 2008

1. Be sure the agent represents one or more insurers with top safety grades from independent analysts. It won’t matter how kindly your agent was if your insurer goes out of business.  You’ll want to get a policy from an insurer rated no lower than A+ from A.M.  Best ...

Choosing Insurance Agents

Saturday, September 6th, 2008

It’s hard to think of anything more important than protecting yourself and the people you love.  That’s why buying insurance is so important and why you need to have trustworthy insurance agents.  The preceding topic told your how to shop for life, health, disability, auto, and homeowners insurance policies.  There ...

Certified public accountants and enrolled agents

Thursday, September 4th, 2008

This is a continuation of previous post on choosing a tax preparer. These are the pros to consider when you’re looking for help with a complicated tax return, year-round tax-planning advice, and someone who might be able to help you need to do battle with IRS.  In fact, a CPA or ...

Choosing a Tax Preparer

Tuesday, September 2nd, 2008

Face it:  filling out your tax return is no fun.  First there are the hours of sorting through your records, statements, and receipts to see what you need for your return.  Then there is the time it takes to actually sit down and complete the tricky forms, made more complicated ...

Getting Help You Can Trust

Monday, September 1st, 2008

Fortunately, managing your finances isn’t something you need to do alone.  In fact, you will probably be more likely to reach your financial goals if you hire some crackerjack advisers: tax preparer, insurance agents, one or more lawyers, perhaps a stockbroker, financial planner, or even a money manager.  A sharp ...


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