Taking Stock

with Nathan Brinkman


Top 10 tax breaks you’ll miss in 2014

You probably didn’t notice, but when the clock struck midnight on Dec. 31, 2013, a number of popular tax benefits, commonly included in the list of provisions referred to as “tax extenders,” expired. While it’s possible that Congress could retroactively extend some or all of these items, you’ll have to evaluate your 2014 tax situation based on the fact that they’re no longer available.

Posted at 11:51 AM | Permalink | Comments


How well do you understand the financial basics?

Working with a trusted financial professional is one of the best ways to help improve your overall financial situation, but it’s not the only thing you can do. Educating yourself about personal finance concepts can help you better understand your adviser’s recommendations, and result in more productive and potentially more prosperous financial planning discussions. Take this brief quiz to see how well you understand a few of the basics.

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What baseball can teach you about financial planning

Spring training is a tradition that baseball teams and baseball fans look forward to every year. No matter how they did last year, teams in spring training are full of hope that a new season will bring a fresh start. As this year’s baseball season gets underway, here are a few lessons from America’s pastime that might help you reevaluate your finances.

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The frugal habits of millionaires

The word “millionaire” typically conjures up images of a lavish, jet-setting lifestyle, but behind the scenes, that may not always be the case. Like Warren Buffett, who famously still lives in the relatively modest house in Omaha, Neb., that he bought in 1958 for $31,500, many millionaires (and billionaires) live a modest, if not downright frugal lifestyle — a lifestyle that may have helped them become millionaires in the first place.

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Bonds vs. bond funds: Which is better when interest rates rise?

The Federal Reserve has said it expects to begin raising its target rate sometime in 2014. Since bond prices fall when interest rates rise, it may be a good time to pay increased attention to any fixed-income investments you have. Here are some factors to consider when you review your portfolio.

Posted at 12:27 PM | Permalink | Comments